Tolleson Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Tolleson Wealth Management’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	$631K	Hold	1,690	–	–	0.09%	58
2025 Q3	$618K	Hold	1,690	–	–	0.1%	59
2025 Q2	$574K	Hold	1,690	–	–	0.1%	60
2025 Q1	$518K	Hold	1,690	–	–	0.1%	60
2024 Q4	$544K	Hold	1,690	–	–	0.11%	61
2024 Q3	$531K	Hold	1,690	–	–	0.1%	57
2024 Q2	$503K	Hold	1,690	–	–	0.1%	63
2024 Q1	$487K	Hold	1,690	–	–	0.1%	63
2023 Q4	$443K	Hold	1,690	–	–	0.09%	62
2023 Q3	$399K	Hold	1,690	–	–	0.1%	61
2023 Q2	$412K	Hold	1,690	–	–	0.1%	64
2023 Q1	$381K	Hold	1,690	–	–	0.1%	63
2022 Q4	$356K	Hold	1,690	–	–	0.1%	64
2022 Q3	$333K	Hold	1,690	–	–	0.1%	60
2022 Q2	$351K	Hold	1,690	–	–	0.1%	60
2022 Q1	$423K	Hold	1,690	–	–	0.13%	57
2021 Q4	$447K	Hold	1,690	–	–	0.12%	56
2021 Q3	$408K	Hold	1,690	–	–	0.12%	52
2021 Q2	$409K	Hold	1,690	–	–	0.11%	53
2021 Q1	$378K	Hold	1,690	–	–	0.11%	56
2020 Q4	$358K	Hold	1,690	–	–	0.12%	53
2020 Q3	$316K	Hold	1,690	–	–	0.13%	50
2020 Q2	$290K	Hold	1,690	–	–	0.13%	51
2020 Q1	$239K	Hold	1,690	–	–	0.1%	51
2019 Q4	$302K	Hold	1,690	–	–	0.15%	50
2019 Q3	$278K	Buy	+1,690	New	+$277K	0.15%	51

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Tolleson Wealth Management's IWB Position: Q4 2025 in Review

Tolleson Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q4 2025 at 1,690 shares worth $631K. The position accounts for 0.09% of the portfolio, ranked #58.

Tolleson Wealth Management first reported a position in IWB in Q3 2019 and has held it in 26 quarters since. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Tolleson Wealth Management held 1,690 shares of iShares Russell 1000 ETF worth $631K as of Q4 2025.
Tolleson Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q4 2025.
iShares Russell 1000 ETF made up 0.09% of Tolleson Wealth Management's portfolio in Q4 2025, its #58 holding.
Tolleson Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 26 quarters since.
1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Tolleson Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.