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

Twelve Points 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 Q3	–	Sell	-643	Closed	-$218K	–	198
2025 Q2	$218K	Buy	+643	New	+$202K	0.06%	173
2025 Q1	–	Sell	-643	Closed	-$207K	–	180
2024 Q4	$207K	Sell	643 -140	-18%	-$45.4K	0.06%	170
2024 Q3	$246K	Hold	783	–	–	0.08%	161
2024 Q2	$233K	Sell	783 -133	-15%	-$38.2K	0.08%	161
2024 Q1	$264K	Sell	916 -851	-48%	-$233K	0.1%	149
2023 Q4	$463K	Buy	1,767 +665	+60%	+$163K	0.22%	118
2023 Q3	$259K	Buy	+1,102	New	+$270K	0.13%	145

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Twelve Points Wealth Management's IWB Position: Q3 2025 in Review

Twelve Points Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2025, closing a stake of 643 shares — an estimated $218K sold.

Twelve Points Wealth Management first reported a position in IWB in Q3 2023 and held it in 7 quarters. The position peaked at $463K in Q4 2023. 1,421 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Twelve Points Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q3 2025 after selling out during the quarter.
Twelve Points Wealth Management sold 643 iShares Russell 1000 ETF shares in Q3 2025, an estimated $218K.
Twelve Points Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2023 and held it in 7 quarters.
Twelve Points Wealth Management's iShares Russell 1000 ETF position peaked at $463K in Q4 2023.
1,421 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Twelve Points Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.