Wealthstream Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Wealthstream Advisors’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	$1.28M	Hold	3,489	–	–	0.19%	46
2025 Q2	$1.18M	Sell	3,489 -308	-8%	-$96.7K	0.2%	48
2025 Q1	$1.16M	Hold	3,797	–	–	0.22%	38
2024 Q4	$1.22M	Hold	3,797	–	–	0.23%	35
2024 Q3	$1.19M	Hold	3,797	–	–	0.22%	37
2024 Q2	$1.13M	Hold	3,797	–	–	0.41%	35
2024 Q1	$1.09M	Sell	3,797 -8	-0.2%	-$2.19K	0.42%	35
2023 Q4	$998K	Buy	3,805 +2	+0.1%	+$490	0.41%	32
2023 Q3	$893K	Sell	3,803 -41	-1%	-$10K	0.46%	27
2023 Q2	$937K	Buy	3,844 +1	+0%	+$230	0.49%	25
2023 Q1	$866K	Hold	3,843	–	–	0.52%	25
2022 Q4	$809K	Sell	3,843 -221	-5%	-$46.8K	0.53%	26
2022 Q3	$802K	Buy	4,064 +2	+0%	+$439	0.86%	18
2022 Q2	$844K	Buy	4,062 +1	+0%	+$226	0.85%	19
2022 Q1	$1.01M	Buy	4,061 +2	+0%	+$494	0.89%	18
2021 Q4	$1.07M	Buy	+4,059	New	+$1.04M	0.91%	19

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

Wealthstream Advisors's IWB Position: Q3 2025 in Review

Wealthstream Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q3 2025 at 3,489 shares worth $1.28M. The position accounts for 0.19% of the portfolio, ranked #46.

Wealthstream Advisors first reported a position in IWB in Q4 2021 and has held it in 16 quarters since. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Wealthstream Advisors held 3,489 shares of iShares Russell 1000 ETF worth $1.28M as of Q3 2025.
Wealthstream Advisors left its iShares Russell 1000 ETF share count unchanged in Q3 2025.
iShares Russell 1000 ETF made up 0.19% of Wealthstream Advisors's portfolio in Q3 2025, its #46 holding.
Wealthstream Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 16 quarters since.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.