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The Family Firm’s iShares Russell 1000 ETF IWB Stock Holding History

The Family Firm’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 		$3.64M Sell
10,733
-149
-1% -$46.8K 0.88% 28
2025
Q1 		$3.34M Buy
10,882
+7
+0.1% +$2.26K 0.75% 29
2024
Q4 		$3.5M Sell
10,875
-62
-0.6% -$20.1K 0.78% 29
2024
Q3 		$3.44M Sell
10,937
-403
-4% -$122K 0.75% 29
2024
Q2 		$3.37M Buy
11,340
+26
+0.2% +$7.46K 0.75% 27
2024
Q1 		$3.26M Buy
11,314
+31
+0.3% +$8.5K 0.79% 28
2023
Q4 		$2.96M Sell
11,283
-204
-2% -$49.9K 0.76% 28
2023
Q3 		$2.7M Sell
11,487
-122
-1% -$29.9K 0.76% 29
2023
Q2 		$2.83M Buy
11,609
+27
+0.2% +$6.22K 0.75% 30
2023
Q1 		$2.61M Buy
11,582
+40
+0.3% +$8.8K 0.72% 30
2022
Q4 		$2.43M Buy
11,542
+95
+0.8% +$20.1K 0.71% 31
2022
Q3 		$2.26M Sell
11,447
-673
-6% -$148K 0.72% 32
2022
Q2 		$2.52M Buy
12,120
+11
+0.1% +$2.49K 0.74% 30
2022
Q1 		$3.03M Buy
12,109
+34
+0.3% +$8.39K 0.79% 28
2021
Q4 		$3.19M Buy
12,075
+34
+0.3% +$8.75K 0.83% 27
2021
Q3 		$3.07M Buy
12,041
+38
+0.3% +$9.45K 0.81% 29
2021
Q2 		$2.91M Sell
12,003
-152
-1% -$35.8K 0.79% 29
2021
Q1 		$2.72M Sell
12,155
-1
-0% -$219 0.79% 29
2020
Q4 		$2.6M Buy
12,156
+2,928
+32% +$584K 0.77% 30
2020
Q3 		$1.73M Sell
9,228
-3,010
-25% -$556K 0.62% 36
2020
Q2 		$2.1M Buy
12,238
+29
+0.2% +$4.69K 0.79% 29
2020
Q1 		$1.73M Sell
12,209
-5,172
-30% -$874K 0.74% 32
2019
Q4 		$3.1M Sell
17,381
-5,679
-25% -$969K 1.05% 21
2019
Q3 		$3.77M Hold
23,060
– – 1.34% 18
2019
Q2 		$3.73M Buy
23,060
+58
+0.3% +$9.29K 1.32% 19
2019
Q1 		$3.59M Buy
23,002
+44
+0.2% +$6.65K 1.3% 20
2018
Q4 		$3.14M Buy
22,958
+1,110
+5% +$166K 1.26% 20
2018
Q3 		$3.51M Buy
21,848
+48
+0.2% +$7.62K 1.27% 18
2018
Q2 		$3.28M Buy
21,800
+4,150
+24% +$625K 1.23% 19
2018
Q1 		$2.59M Sell
17,650
-1,180
-6% -$179K 1.01% 21
2017
Q4 		$2.8M Sell
18,830
-408
-2% -$59.1K 1.11% 21
2017
Q3 		$2.69M Sell
19,238
-135
-0.7% -$18.5K 1.12% 21
2017
Q2 		$2.62M Buy
19,373
+7,869
+68% +$1.05M 1.16% 20
2017
Q1 		$1.51M Sell
11,504
-433
-4% -$56.1K 0.72% 29
2016
Q4 		$1.49M Sell
11,937
-1,043
-8% -$127K 0.7% 31
2016
Q3 		$1.56M Sell
12,980
-191
-1% -$23K 0.74% 30
2016
Q2 		$1.54M Hold
13,171
– – 0.76% 28
2016
Q1 		$1.5M Buy
13,171
+120
+0.9% +$13K 0.76% 28
2015
Q4 		$1.48M Sell
13,051
-477
-4% -$54.5K 0.78% 28
2015
Q3 		$1.45M Buy
13,528
+628
+5% +$71.3K 0.78% 27
2015
Q2 		$1.5M Buy
12,900
+48
+0.4% +$5.66K 0.77% 29
2015
Q1 		$1.49M Sell
12,852
-461
-3% -$53.2K 0.76% 29
2014
Q4 		$1.53M Buy
+13,313
New +$1.49M 0.79% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

The Family Firm's IWB Position: Q2 2025 in Review

The Family Firm reduced its iShares Russell 1000 ETF (IWB) stake by 1.4% in Q2 2025, selling an estimated $46.8K and leaving 10,733 shares worth $3.64M. The position accounts for 0.88% of the portfolio, ranked #28.

The Family Firm first reported a position in IWB in Q4 2014 and has held it in 43 quarters since. The position peaked at $3.77M in Q3 2019. 1,389 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • The Family Firm held 10,733 shares of iShares Russell 1000 ETF worth $3.64M as of Q2 2025.
  • The Family Firm sold 149 iShares Russell 1000 ETF shares in Q2 2025, an estimated $46.8K.
  • iShares Russell 1000 ETF made up 0.88% of The Family Firm's portfolio in Q2 2025, its #28 holding.
  • The Family Firm first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 43 quarters since.
  • The Family Firm's iShares Russell 1000 ETF position peaked at $3.77M in Q3 2019.
  • 1,389 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.