Rollins Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Rollins Financial Advisors’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 Q3	–	Sell	-713	Closed	-$242K	–	147
2025 Q2	$242K	Hold	713	–	–	0.04%	123
2025 Q1	$219K	Sell	713 -66	-8%	-$21.3K	0.04%	119
2024 Q4	$251K	Hold	779	–	–	0.04%	112
2024 Q3	$245K	Hold	779	–	–	0.04%	116
2024 Q2	$232K	Hold	779	–	–	0.04%	112
2024 Q1	$224K	Buy	+779	New	+$214K	0.04%	107

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rollins Financial Advisors's IWB Position: Q3 2025 in Review

Rollins Financial Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 713 shares — an estimated $242K sold.

Rollins Financial Advisors first reported a position in IWB in Q1 2024 and held it in 6 quarters. The position peaked at $251K in Q4 2024. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Rollins Financial Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
Rollins Financial Advisors sold 713 iShares Russell 1000 ETF shares in Q3 2025, an estimated $242K.
Rollins Financial Advisors first reported a position in iShares Russell 1000 ETF in Q1 2024 and held it in 6 quarters.
Rollins Financial Advisors's iShares Russell 1000 ETF position peaked at $251K in Q4 2024.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Rollins Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.