Schechter Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Schechter Investment 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 Q1	$521K	Hold	1,700	–	–	0.04%	354
2024 Q4	$548K	Hold	1,700	–	–	0.04%	368
2024 Q3	$534K	Buy	1,700 +182	+12%	+$55.1K	0.04%	386
2024 Q2	$452K	Hold	1,518	–	–	0.03%	396
2024 Q1	$437K	Buy	+1,518	New	+$416K	0.03%	406
2022 Q2	–	Sell	-1,285	Closed	-$321K	–	982
2022 Q1	$321K	Sell	1,285 -25	-2%	-$6.17K	0.03%	684
2021 Q4	$347K	Buy	+1,310	New	+$337K	0.03%	633

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Schechter Investment Advisors's IWB Position: Q1 2025 in Review

Schechter Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2025 at 1,700 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #354.

Schechter Investment Advisors first reported a position in IWB in Q4 2021 and has held it in 7 quarters since. The position peaked at $548K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

Schechter Investment Advisors held 1,700 shares of iShares Russell 1000 ETF worth $521K as of Q1 2025.
Schechter Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2025.
iShares Russell 1000 ETF made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #354 holding.
Schechter Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 7 quarters since.
Schechter Investment Advisors's iShares Russell 1000 ETF position peaked at $548K in Q4 2024.
1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.