Vishria Bird Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Vishria Bird Financial Group’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	$1.53M	Hold	4,182	–	–	0.3%	34
2025 Q2	$1.42M	Hold	4,182	–	–	0.47%	28
2025 Q1	$1.28M	Hold	4,182	–	–	0.44%	31
2024 Q4	$1.35M	Hold	4,182	–	–	0.47%	30
2024 Q3	$1.31M	Hold	4,182	–	–	0.5%	30
2024 Q2	$1.24M	Hold	4,182	–	–	0.52%	28
2024 Q1	$1.21M	Hold	4,182	–	–	0.52%	28
2023 Q4	$1.1M	Hold	4,182	–	–	0.52%	28
2023 Q3	$982K	Hold	4,182	–	–	0.56%	26
2023 Q2	$1.02M	Hold	4,182	–	–	0.61%	24
2023 Q1	$942K	Hold	4,182	–	–	0.6%	26
2022 Q4	$880K	Hold	4,182	–	–	0.61%	27
2022 Q3	$825K	Hold	4,182	–	–	0.56%	29
2022 Q2	$869K	Hold	4,182	–	–	0.58%	26
2022 Q1	$1.05M	Hold	4,182	–	–	0.58%	24
2021 Q4	$1.11M	Hold	4,182	–	–	0.51%	26
2021 Q3	$1.01M	Hold	4,182	–	–	0.53%	27
2021 Q2	$1.01M	Hold	4,182	–	–	0.5%	34
2021 Q1	$936K	Hold	4,182	–	–	0.52%	32
2020 Q4	$886K	Hold	4,182	–	–	0.5%	29
2020 Q3	$783K	Hold	4,182	–	–	0.49%	25
2020 Q2	$718K	Hold	4,182	–	–	0.56%	20
2020 Q1	$592K	Hold	4,182	–	–	0.62%	22
2019 Q4	$746K	Hold	4,182	–	–	0.72%	20
2019 Q3	$688K	Hold	4,182	–	–	0.79%	22
2019 Q2	$681K	Hold	4,182	–	–	0.68%	23
2019 Q1	$658K	Hold	4,182	–	–	0.67%	22
2018 Q4	$580K	Hold	4,182	–	–	0.64%	23
2018 Q3	$676K	Hold	4,182	–	–	0.58%	22
2018 Q2	$636K	Buy	+4,182	New	+$630K	0.59%	21

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vishria Bird Financial Group's IWB Position: Q3 2025 in Review

Vishria Bird Financial Group held its iShares Russell 1000 ETF (IWB) position steady in Q3 2025 at 4,182 shares worth $1.53M. The position accounts for 0.3% of the portfolio, ranked #34.

Vishria Bird Financial Group first reported a position in IWB in Q2 2018 and has held it in 30 quarters since. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Vishria Bird Financial Group held 4,182 shares of iShares Russell 1000 ETF worth $1.53M as of Q3 2025.
Vishria Bird Financial Group left its iShares Russell 1000 ETF share count unchanged in Q3 2025.
iShares Russell 1000 ETF made up 0.3% of Vishria Bird Financial Group's portfolio in Q3 2025, its #34 holding.
Vishria Bird Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2018 and has held it in 30 quarters since.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.