Wade Financial Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Wade Financial Advisory’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	$282K	Hold	920	–	–	0.1%	64
2024 Q4	$296K	Hold	920	–	–	0.1%	65
2024 Q3	$289K	Hold	920	–	–	0.1%	65
2024 Q2	$274K	Hold	920	–	–	0.1%	66
2024 Q1	$265K	Hold	920	–	–	0.1%	68
2023 Q4	$241K	Buy	+920	New	+$225K	0.09%	70
2023 Q3	–	Sell	-920	Closed	-$224K	–	73
2023 Q2	$224K	Buy	+920	New	+$212K	0.09%	73

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wade Financial Advisory's IWB Position: Q1 2025 in Review

Wade Financial Advisory held its iShares Russell 1000 ETF (IWB) position steady in Q1 2025 at 920 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #64.

Wade Financial Advisory first reported a position in IWB in Q2 2023 and has held it in 7 quarters since. The position peaked at $296K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

Wade Financial Advisory held 920 shares of iShares Russell 1000 ETF worth $282K as of Q1 2025.
Wade Financial Advisory left its iShares Russell 1000 ETF share count unchanged in Q1 2025.
iShares Russell 1000 ETF made up 0.1% of Wade Financial Advisory's portfolio in Q1 2025, its #64 holding.
Wade Financial Advisory first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 7 quarters since.
Wade Financial Advisory's iShares Russell 1000 ETF position peaked at $296K in Q4 2024.
1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.