Ted Buchan & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Ted Buchan & Co’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 Q3	–	Sell	-1,705	Closed	-$579K	–	90
2025 Q2	$579K	Buy	+1,705	New	+$535K	0.23%	64
2024 Q2	–	Sell	-1,705	Closed	-$402K	–	93
2024 Q1	$402K	Hold	1,705	–	–	0.25%	62
2023 Q4	$402K	Hold	1,705	–	–	0.29%	54
2023 Q3	$402K	Hold	1,705	–	–	0.32%	52
2023 Q2	$416K	Hold	1,705	–	–	0.32%	52
2023 Q1	$384K	Hold	1,705	–	–	0.32%	53
2022 Q4	$359K	Buy	+1,705	New	+$361K	0.33%	55

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Ted Buchan & Co's IWB Position: Q3 2025 in Review

Ted Buchan & Co sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 1,705 shares — an estimated $579K sold.

Ted Buchan & Co first reported a position in IWB in Q4 2022 and held it in 7 quarters. The position peaked at $579K in Q2 2025. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Ted Buchan & Co reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
Ted Buchan & Co sold 1,705 iShares Russell 1000 ETF shares in Q3 2025, an estimated $579K.
Ted Buchan & Co first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 7 quarters.
Ted Buchan & Co's iShares Russell 1000 ETF position peaked at $579K in Q2 2025.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Ted Buchan & Co's 13F filing for Q3 2025, filed 12 Nov 2025.