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US Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

US Financial Advisors’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
Q1 		$42.5M Sell
138,602
-929
-0.7% -$300K 12.57% 1
2024
Q4 		$45M Buy
139,531
+2,601
+2% +$843K 13.82% 1
2024
Q3 		$43M Buy
136,930
+2,633
+2% +$797K 13.41% 1
2024
Q2 		$40M Buy
134,297
+3,403
+3% +$977K 13.4% 1
2024
Q1 		$37.7M Buy
130,894
+1,235
+1% +$338K 13.06% 1
2023
Q4 		$34M Buy
129,659
+3,826
+3% +$937K 12.67% 1
2023
Q3 		$29.6M Buy
125,833
+6,706
+6% +$1.64M 12.28% 1
2023
Q2 		$29M Buy
119,127
+25,956
+28% +$5.98M 12.34% 1
2023
Q1 		$21M Sell
93,171
-24,530
-21% -$5.4M 9.36% 2
2022
Q4 		$24.8M Sell
117,701
-2,132
-2% -$451K 12.44% 1
2022
Q3 		$23.6M Sell
119,833
-1,441
-1% -$316K 13.25% 1
2022
Q2 		$25.2M Buy
121,274
+2,471
+2% +$558K 14.15% 1
2022
Q1 		$29.7M Sell
118,803
-896
-0.7% -$221K 14.29% 1
2021
Q4 		$31.7M Buy
119,699
+3,824
+3% +$984K 14.42% 1
2021
Q3 		$28M Buy
115,875
+969
+0.8% +$241K 13.87% 1
2021
Q2 		$27.8M Sell
114,906
-23,301
-17% -$5.49M 13.57% 1
2021
Q1 		$30.9M Sell
138,207
-11,741
-8% -$2.57M 8.59% 1
2020
Q4 		$31.8M Buy
+149,948
New +$29.9M 9.58% 1
2015
Q1 		– Sell
-294
Closed -$34K – 382
2014
Q4 		$34K Buy
+294
New +$33K 0.03% 138

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Financial Advisors's IWB Position: Q1 2025 in Review

US Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.67% in Q1 2025, selling an estimated $300K and leaving 138,602 shares worth $42.5M. The position accounts for 12.57% of the portfolio, ranked #1.

US Financial Advisors first reported a position in IWB in Q4 2014 and has held it in 19 quarters since. The position peaked at $45M in Q4 2024. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • US Financial Advisors held 138,602 shares of iShares Russell 1000 ETF worth $42.5M as of Q1 2025.
  • US Financial Advisors sold 929 iShares Russell 1000 ETF shares in Q1 2025, an estimated $300K.
  • iShares Russell 1000 ETF made up 12.57% of US Financial Advisors's portfolio in Q1 2025, its #1 holding.
  • US Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 19 quarters since.
  • US Financial Advisors's iShares Russell 1000 ETF position peaked at $45M in Q4 2024.
  • 1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.