West Coast Financial’s iShares Russell 1000 ETF IWB Stock Holding History

West Coast Financial’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	-9,084	Closed	-$2.79M	–	74
2025 Q1	$2.79M	Hold	9,084	–	–	0.32%	56
2024 Q4	$2.93M	Sell	9,084 -197	-2%	-$63.8K	0.32%	58
2024 Q3	$2.92M	Sell	9,281 -480	-5%	-$145K	0.32%	59
2024 Q2	$2.9M	Hold	9,761	–	–	0.34%	57
2024 Q1	$2.81M	Hold	9,761	–	–	0.34%	52
2023 Q4	$2.56M	Sell	9,761 -220	-2%	-$53.9K	0.34%	54
2023 Q3	$2.34M	Hold	9,981	–	–	0.35%	66
2023 Q2	$2.43M	Sell	9,981 -44	-0.4%	-$10.1K	0.34%	68
2023 Q1	$2.26M	Sell	10,025 -40	-0.4%	-$8.8K	0.35%	66
2022 Q4	$2.12M	Hold	10,065	–	–	0.36%	63
2022 Q3	$1.99M	Buy	10,065 +129	+1%	+$28.3K	0.37%	60
2022 Q2	$2.06M	Hold	9,936	–	–	0.37%	57
2022 Q1	$2.48M	Sell	9,936 -50	-0.5%	-$12.3K	0.38%	56
2021 Q4	$2.64M	Sell	9,986 -50	-0.5%	-$12.9K	0.38%	56
2021 Q3	$2.43M	Sell	10,036 -202	-2%	-$50.2K	0.39%	57
2021 Q2	$2.48M	Hold	10,238	–	–	0.4%	54
2021 Q1	$2.29M	Sell	10,238 -20	-0.2%	-$4.38K	0.4%	54
2020 Q4	$2.17M	Hold	10,258	–	–	0.42%	52
2020 Q3	$1.92M	Hold	10,258	–	–	0.43%	52
2020 Q2	$1.76M	Sell	10,258 -325	-3%	-$52.6K	0.43%	49
2020 Q1	$1.5M	Sell	10,583 -40	-0.4%	-$6.76K	0.4%	49
2019 Q4	$1.9M	Buy	10,623 +71	+0.7%	+$12.1K	0.4%	44
2019 Q3	$1.74M	Hold	10,552	–	–	0.39%	45
2019 Q2	$1.72M	Hold	10,552	–	–	0.39%	48
2019 Q1	$1.66M	Hold	10,552	–	–	0.39%	51
2018 Q4	$1.46M	Buy	10,552 +800	+8%	+$120K	0.42%	51
2018 Q3	$1.58M	Hold	9,752	–	–	0.36%	58
2018 Q2	$1.48M	Hold	9,752	–	–	0.41%	52
2018 Q1	$1.43M	Sell	9,752 -1,796	-16%	-$273K	0.41%	51
2017 Q4	$1.72M	Hold	11,548	–	–	0.48%	49
2017 Q3	$1.61M	Hold	11,548	–	–	0.44%	53
2017 Q2	$1.56M	Hold	11,548	–	–	0.5%	46
2017 Q1	$1.52M	Hold	11,548	–	–	0.48%	52
2016 Q4	$1.44M	Hold	11,548	–	–	0.46%	56
2016 Q3	$1.39M	Hold	11,548	–	–	0.45%	60
2016 Q2	$1.35M	Hold	11,548	–	–	0.49%	57
2016 Q1	$1.32M	Hold	11,548	–	–	0.54%	50
2015 Q4	$1.31M	Hold	11,548	–	–	0.55%	55
2015 Q3	$1.24M	Hold	11,548	–	–	0.55%	52
2015 Q2	$1.34M	Hold	11,548	–	–	0.59%	52
2015 Q1	$1.34M	Hold	11,548	–	–	0.62%	49
2014 Q4	$1.32M	Hold	11,548	–	–	0.69%	50
2014 Q3	$1.27M	Hold	11,548	–	–	0.71%	52
2014 Q2	$1.27M	Hold	11,548	–	–	0.67%	52
2014 Q1	$1.21M	Hold	11,548	–	–	0.61%	56
2013 Q4	$1.19M	Sell	11,548 -806	-7%	-$79.7K	0.61%	59
2013 Q3	$1.16M	Hold	12,354	–	–	0.64%	60
2013 Q2	$1.11M	Buy	+12,354	New	+$1.11M	0.61%	63

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

West Coast Financial's IWB Position: Q2 2025 in Review

West Coast Financial sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 9,084 shares — an estimated $2.79M sold.

West Coast Financial first reported a position in IWB in Q2 2013 and held it in 48 quarters. The position peaked at $2.93M in Q4 2024. 1,389 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

West Coast Financial reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 9,084 iShares Russell 1000 ETF shares in Q2 2025, an estimated $2.79M.
West Coast Financial first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 48 quarters.
West Coast Financial's iShares Russell 1000 ETF position peaked at $2.93M in Q4 2024.
1,389 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.