Rede Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Rede Wealth’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,773	Closed	-$2.48M	–	146
2025 Q3	$2.48M	Buy	+6,773	New	+$2.39M	1.94%	11

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rede Wealth's IWB Position: Q4 2025 in Review

Rede Wealth sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 6,773 shares — an estimated $2.48M sold.

Rede Wealth first reported a position in IWB in Q3 2025 and held it in 1 quarter. The position peaked at $2.48M in Q3 2025. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Rede Wealth reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
Rede Wealth sold 6,773 iShares Russell 1000 ETF shares in Q4 2025, an estimated $2.48M.
Rede Wealth first reported a position in iShares Russell 1000 ETF in Q3 2025 and held it in 1 quarter.
Rede Wealth's iShares Russell 1000 ETF position peaked at $2.48M in Q3 2025.
1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Rede Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.