WBI Investments’s iShares Russell 1000 ETF IWB Stock Holding History

WBI Investments’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	-661	Closed	-$203K	–	299
2025 Q1	$203K	Buy	+661	New	+$214K	0.05%	217
2023 Q2	–	Sell	-1,174	Closed	-$264K	–	205
2023 Q1	$264K	Buy	+1,174	New	+$258K	0.05%	170
2022 Q2	–	Sell	-7,134	Closed	-$1.76M	–	154
2022 Q1	$1.76M	Buy	+7,134	New	+$1.76M	0.29%	88
2021 Q4	–	Sell	-7,037	Closed	-$1.67M	–	201
2021 Q3	$1.67M	Buy	+7,037	New	+$1.75M	0.28%	92
2020 Q4	–	Sell	-9,338	Closed	-$1.75M	–	182
2020 Q3	$1.75M	Sell	9,338 -356	-4%	-$65.8K	0.27%	62
2020 Q2	$1.66M	Buy	+9,694	New	+$1.57M	0.27%	49
2018 Q3	–	Sell	-7,448	Closed	-$1.13M	–	288
2018 Q2	$1.13M	Buy	7,448 +140	+2%	+$21.1K	0.06%	169
2018 Q1	$1.07M	Buy	+7,308	New	+$1.11M	0.06%	148
2017 Q3	–	Sell	-10,494	Closed	-$1.42M	–	333
2017 Q2	$1.42M	Buy	+10,494	New	+$1.4M	0.06%	189
2016 Q4	–	Sell	-6,072	Closed	-$732K	–	340
2016 Q3	$732K	Buy	+6,072	New	+$730K	0.03%	227

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 29.18% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WBI Investments's IWB Position: Q2 2025 in Review

WBI Investments sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 661 shares — an estimated $203K sold.

WBI Investments first reported a position in IWB in Q3 2016 and held it in 10 quarters. The position peaked at $1.76M in Q1 2022. 1,391 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

WBI Investments reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
WBI Investments sold 661 iShares Russell 1000 ETF shares in Q2 2025, an estimated $203K.
WBI Investments first reported a position in iShares Russell 1000 ETF in Q3 2016 and held it in 10 quarters.
WBI Investments's iShares Russell 1000 ETF position peaked at $1.76M in Q1 2022.
1,391 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.