W Advisors LLC’s iShares Russell 1000 ETF IWB Stock Holding History

W Advisors LLC’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 Q2	–	Sell	-1,596	Closed	-$490K	–	131
2025 Q1	$490K	Buy	+1,596	New	+$516K	0.31%	75

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

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

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

W Advisors LLC's IWB Position: Q2 2025 in Review

W Advisors LLC sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 1,596 shares — an estimated $490K sold.

W Advisors LLC first reported a position in IWB in Q1 2025 and held it in 1 quarter. The position peaked at $490K in Q1 2025. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

W Advisors LLC reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
W Advisors LLC sold 1,596 iShares Russell 1000 ETF shares in Q2 2025, an estimated $490K.
W Advisors LLC first reported a position in iShares Russell 1000 ETF in Q1 2025 and held it in 1 quarter.
W Advisors LLC's iShares Russell 1000 ETF position peaked at $490K in Q1 2025.
1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on W Advisors LLC's 13F filing for Q2 2025, filed 7 Aug 2025.