Smith Anglin Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Smith Anglin Financial’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 Q2	$375K	Buy	1,106 +177	+19%	+$55.6K	0.03%	141
2025 Q1	$285K	Buy	929 +2	+0.2%	+$647	0.03%	163
2024 Q4	$299K	Buy	927 +3	+0.3%	+$972	0.03%	158
2024 Q3	$290K	Hold	924	–	–	0.03%	156
2024 Q2	$275K	Hold	924	–	–	0.03%	148
2024 Q1	$266K	Hold	924	–	–	0.03%	150
2023 Q4	$242K	Sell	924 -2	-0.2%	-$490	0.03%	151
2023 Q3	$218K	Hold	926	–	–	0.03%	159
2023 Q2	$226K	Hold	926	–	–	0.03%	154
2023 Q1	$209K	Buy	+926	New	+$204K	0.03%	155

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

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

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

Smith Anglin Financial's IWB Position: Q2 2025 in Review

Smith Anglin Financial increased its iShares Russell 1000 ETF (IWB) stake by 19% in Q2 2025, buying an estimated $55.6K and bringing the position to 1,106 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #141.

Smith Anglin Financial first reported a position in IWB in Q1 2023 and has held it in 10 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

Smith Anglin Financial held 1,106 shares of iShares Russell 1000 ETF worth $375K as of Q2 2025.
Smith Anglin Financial bought 177 iShares Russell 1000 ETF shares in Q2 2025, an estimated $55.6K.
iShares Russell 1000 ETF made up 0.03% of Smith Anglin Financial's portfolio in Q2 2025, its #141 holding.
Smith Anglin Financial first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 10 quarters since.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.