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Stuart Chaussee & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Stuart Chaussee & Associates’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
-320
Closed -$117K – 69
2025
Q3 		$117K Hold
320
– – 0.03% 62
2025
Q2 		$109K Hold
320
– – 0.02% 60
2025
Q1 		$98.2K Hold
320
– – 0.02% 51
2024
Q4 		$103K Hold
320
– – 0.03% 53
2024
Q3 		$101K Hold
320
– – 0.03% 48
2024
Q2 		$95.2K Buy
+320
New +$91.9K 0.03% 47
2022
Q2 		– Sell
-60
Closed -$15K – 164
2022
Q1 		$15K Buy
+60
New +$14.8K 0.01% 96

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stuart Chaussee & Associates's IWB Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 320 shares — an estimated $117K sold.

Stuart Chaussee & Associates first reported a position in IWB in Q1 2022 and held it in 7 quarters. The position peaked at $117K in Q3 2025. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 320 iShares Russell 1000 ETF shares in Q4 2025, an estimated $117K.
  • Stuart Chaussee & Associates first reported a position in iShares Russell 1000 ETF in Q1 2022 and held it in 7 quarters.
  • Stuart Chaussee & Associates's iShares Russell 1000 ETF position peaked at $117K in Q3 2025.
  • 1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.