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Watts Gwilliam & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Watts Gwilliam & Co’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 		$242K Buy
663
+1
+0.2% +$352 0.04% 195
2025
Q2 		$241K Hold
662
– – 0.04% 192
2025
Q1 		$203K Buy
+662
New +$214K 0.04% 199

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Watts Gwilliam & Co's IWB Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares Russell 1000 ETF (IWB) stake by 0.15% in Q3 2025, buying an estimated $352 and bringing the position to 663 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #195.

Watts Gwilliam & Co first reported a position in IWB in Q1 2025 and has held it in 3 quarters since. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

  • Watts Gwilliam & Co held 663 shares of iShares Russell 1000 ETF worth $242K as of Q3 2025.
  • Watts Gwilliam & Co bought 1 iShares Russell 1000 ETF share in Q3 2025, an estimated $352.
  • iShares Russell 1000 ETF made up 0.04% of Watts Gwilliam & Co's portfolio in Q3 2025, its #195 holding.
  • Watts Gwilliam & Co first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.