Simplex Trading
IWB icon

Simplex Trading’s iShares Russell 1000 ETF IWB Stock Holding History

Simplex Trading’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
-681
Closed -$248K – 9291
2025
Q3 		$248K Hold
681
– – ﹤0.01% 4684
2025
Q2 		$231K Buy
+681
New +$214K ﹤0.01% 4361
2024
Q3 		– Sell
-181
Closed -$53K – 9004
2024
Q2 		$53K Buy
+181
New +$52K ﹤0.01% 6032
2024
Q1 		– Sell
-3,075
Closed -$806K – 9328
2023
Q4 		$806K Buy
+3,075
New +$753K ﹤0.01% 3219
2022
Q4 		– Sell
-589
Closed -$116K – 9766
2022
Q3 		$116K Buy
+589
New +$129K ﹤0.01% 5313
2022
Q1 		– Sell
-133
Closed -$35K – 10891
2021
Q4 		$35K Sell
133
-51
-28% -$13.1K ﹤0.01% 7697
2021
Q3 		$44K Hold
184
– – ﹤0.01% 7656
2021
Q2 		$44K Buy
184
+42
+30% +$9.9K ﹤0.01% 7798
2021
Q1 		$31K Sell
142
-18
-11% -$3.94K ﹤0.01% 7086
2020
Q4 		$33K Sell
160
-581
-78% -$116K ﹤0.01% 6593
2020
Q3 		$138K Buy
741
+616
+493% +$114K ﹤0.01% 4558
2020
Q2 		$21K Buy
+125
New +$20.2K ﹤0.01% 6180
2020
Q1 		– Sell
-535
Closed -$95K – 7898
2019
Q4 		$95K Buy
+535
New +$91.3K ﹤0.01% 4567
2019
Q3 		– Sell
-186
Closed -$30K – 7548
2019
Q2 		$30K Buy
+186
New +$29.8K ﹤0.01% 5273
2019
Q1 		– Sell
-344
Closed -$47K – 7451
2018
Q4 		$47K Buy
+344
New +$51.5K ﹤0.01% 4589
2018
Q1 		– Sell
-2,682
Closed -$398K – 6484
2017
Q4 		$398K Buy
+2,682
New +$388K 0.02% 840
2016
Q4 		– Sell
-281
Closed -$33K – 6162
2016
Q3 		$33K Buy
+281
New +$33.8K ﹤0.01% 2493
2015
Q4 		– Sell
-1,342
Closed -$143K – 5736
2015
Q3 		$143K Buy
1,342
+1,335
+19,071% +$152K 0.01% 1135
2015
Q2 		$0 Buy
+7
New +$825 ﹤0.01% 5488

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplex Trading's IWB Position: Q4 2025 in Review

Simplex Trading sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 681 shares — an estimated $248K sold.

Simplex Trading first reported a position in IWB in Q2 2015 and held it in 19 quarters. The position peaked at $806K in Q4 2023. 1,495 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Simplex Trading reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 681 iShares Russell 1000 ETF shares in Q4 2025, an estimated $248K.
  • Simplex Trading first reported a position in iShares Russell 1000 ETF in Q2 2015 and held it in 19 quarters.
  • Simplex Trading's iShares Russell 1000 ETF position peaked at $806K in Q4 2023.
  • 1,495 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.