SFPM
IWB icon

Sensible Financial Planning & Management’s iShares Russell 1000 ETF IWB Stock Holding History

Sensible Financial Planning & Management’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
2024
Q4 		– Sell
-1,608
Closed -$506K – 40
2024
Q3 		$506K Buy
+1,608
New +$487K 0.1% 38
2022
Q4 		– Sell
-1,823
Closed -$360K – 39
2022
Q3 		$360K Hold
1,823
– – 0.09% 35
2022
Q2 		$379K Buy
+1,823
New +$412K 0.1% 41

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sensible Financial Planning & Management's IWB Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2024, closing a stake of 1,608 shares — an estimated $506K sold.

Sensible Financial Planning & Management first reported a position in IWB in Q2 2022 and held it in 3 quarters. The position peaked at $506K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • Sensible Financial Planning & Management reported no remaining iShares Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 1,608 iShares Russell 1000 ETF shares in Q4 2024, an estimated $506K.
  • Sensible Financial Planning & Management first reported a position in iShares Russell 1000 ETF in Q2 2022 and held it in 3 quarters.
  • Sensible Financial Planning & Management's iShares Russell 1000 ETF position peaked at $506K in Q3 2024.
  • 1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.