WMS Partners’s iShares Russell 1000 ETF IWB Stock Holding History

WMS Partners’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	–	Sell	-14,630	Closed	-$4.71M	–	139
2024 Q4	$4.71M	Hold	14,630	–	–	0.26%	44
2024 Q3	$4.6M	Hold	14,630	–	–	0.26%	46
2024 Q2	$4.35M	Hold	14,630	–	–	0.28%	42
2024 Q1	$4.21M	Hold	14,630	–	–	0.29%	42
2023 Q4	$3.84M	Hold	14,630	–	–	0.28%	45
2023 Q3	$3.44M	Hold	14,630	–	–	0.27%	49
2023 Q2	$3.57M	Hold	14,630	–	–	0.28%	50
2023 Q1	$3.3M	Sell	14,630 -40	-0.3%	-$8.8K	0.29%	47
2022 Q4	$3.09M	Hold	14,670	–	–	0.31%	46
2022 Q3	$2.9M	Sell	14,670 -10	-0.1%	-$2.19K	0.39%	42
2022 Q2	$3.05M	Hold	14,680	–	–	0.47%	39
2022 Q1	$3.67M	Hold	14,680	–	–	0.5%	32
2021 Q4	$3.88M	Sell	14,680 -4	-0%	-$1.03K	0.83%	26
2021 Q3	$3.55M	Hold	14,684	–	–	0.52%	32
2021 Q2	$3.56M	Hold	14,684	–	–	0.53%	31
2021 Q1	$3.29M	Hold	14,684	–	–	0.75%	29
2020 Q4	$3.11M	Hold	14,684	–	–	0.54%	32
2020 Q3	$2.75M	Hold	14,684	–	–	0.53%	32
2020 Q2	$2.52M	Hold	14,684	–	–	0.52%	34
2020 Q1	$2.08M	Hold	14,684	–	–	0.58%	33
2019 Q4	$2.62M	Hold	14,684	–	–	0.59%	37
2019 Q3	$2.42M	Hold	14,684	–	–	0.58%	37
2019 Q2	$2.39M	Hold	14,684	–	–	0.59%	36
2019 Q1	$2.31M	Buy	14,684 +54	+0.4%	+$8.16K	0.58%	36
2018 Q4	$2.03M	Hold	14,630	–	–	0.57%	35
2018 Q3	$2.37M	Hold	14,630	–	–	0.27%	55
2018 Q2	$2.22M	Hold	14,630	–	–	0.26%	56
2018 Q1	$2.15M	Hold	14,630	–	–	0.26%	59
2017 Q4	$2.17M	Hold	14,630	–	–	0.24%	61
2017 Q3	$2.05M	Hold	14,630	–	–	0.24%	63
2017 Q2	$1.98M	Hold	14,630	–	–	0.24%	62
2017 Q1	$1.92M	Hold	14,630	–	–	0.24%	62
2016 Q4	$1.82M	Hold	14,630	–	–	0.24%	63
2016 Q3	$1.76M	Hold	14,630	–	–	0.24%	61
2016 Q2	$1.71M	Hold	14,630	–	–	0.24%	64
2016 Q1	$1.67M	Hold	14,630	–	–	0.23%	67
2015 Q4	$1.66M	Sell	14,630 -2,089	-12%	-$239K	0.24%	67
2015 Q3	$1.79M	Hold	16,719	–	–	0.27%	64
2015 Q2	$1.94M	Hold	16,719	–	–	0.23%	88
2015 Q1	$1.94M	Hold	16,719	–	–	0.24%	81
2014 Q4	$1.92M	Hold	16,719	–	–	0.29%	63
2014 Q3	$1.84M	Hold	16,719	–	–	0.29%	60
2014 Q2	$1.84M	Hold	16,719	–	–	0.28%	60
2014 Q1	$1.75M	Hold	16,719	–	–	0.28%	63
2013 Q4	$1.73M	Hold	16,719	–	–	0.28%	61
2013 Q3	$1.57M	Hold	16,719	–	–	0.3%	58
2013 Q2	$1.5M	Buy	+16,719	New	+$1.5M	0.27%	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

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

WMS Partners's IWB Position: Q1 2025 in Review

WMS Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 14,630 shares — an estimated $4.71M sold.

WMS Partners first reported a position in IWB in Q2 2013 and held it in 47 quarters. The position peaked at $4.71M in Q4 2024. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

WMS Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 14,630 iShares Russell 1000 ETF shares in Q1 2025, an estimated $4.71M.
WMS Partners first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 47 quarters.
WMS Partners's iShares Russell 1000 ETF position peaked at $4.71M in Q4 2024.
1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.