Vertex Planning Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Vertex Planning Partners’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	–	Sell	-6,325	Closed	-$2.31M	–	163
2025 Q3	$2.31M	Hold	6,325	–	–	0.44%	46
2025 Q2	$2.15M	Hold	6,325	–	–	0.45%	46
2025 Q1	$1.94M	Hold	6,325	–	–	0.42%	41
2024 Q4	$2.04M	Hold	6,325	–	–	0.45%	42
2024 Q3	$1.99M	Hold	6,325	–	–	0.48%	35
2024 Q2	$1.88M	Hold	6,325	–	–	0.49%	32
2024 Q1	$1.82M	Hold	6,325	–	–	0.5%	31
2023 Q4	$1.66M	Hold	6,325	–	–	0.49%	28
2023 Q3	$1.49M	Hold	6,325	–	–	0.51%	26
2023 Q2	$1.54M	Sell	6,325 -120	-2%	-$27.6K	0.53%	31
2023 Q1	$1.45M	Hold	6,445	–	–	0.55%	30
2022 Q4	$1.36M	Buy	+6,445	New	+$1.36M	0.53%	26

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vertex Planning Partners's IWB Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 6,325 shares — an estimated $2.31M sold.

Vertex Planning Partners first reported a position in IWB in Q4 2022 and held it in 12 quarters. The position peaked at $2.31M in Q3 2025. 1,497 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Vertex Planning Partners reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 6,325 iShares Russell 1000 ETF shares in Q4 2025, an estimated $2.31M.
Vertex Planning Partners first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's iShares Russell 1000 ETF position peaked at $2.31M in Q3 2025.
1,497 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.