Wolf Group Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Wolf Group Capital 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 Q1	$807K	Sell	2,631 -1,409	-35%	-$456K	0.27%	93
2024 Q4	$985K	Hold	4,040	–	–	0.48%	63
2024 Q3	$985K	Buy	4,040 +1,100	+37%	+$333K	0.47%	64
2024 Q2	$875K	Sell	2,940 -1,100	-27%	-$316K	0.34%	77
2024 Q1	$985K	Hold	4,040	–	–	0.47%	64
2023 Q4	$985K	Buy	4,040 +183	+5%	+$44.8K	0.47%	64
2023 Q3	$906K	Sell	3,857 -219	-5%	-$53.6K	0.43%	67
2023 Q2	$943K	Sell	4,076 -218	-5%	-$50.2K	0.47%	64
2023 Q1	$967K	Sell	4,294 -677	-14%	-$149K	0.48%	63
2022 Q4	$1.05M	Sell	4,971 -808	-14%	-$171K	0.49%	65
2022 Q3	$1.14M	Sell	5,779 -51	-0.9%	-$11.2K	0.62%	59
2022 Q2	$1.21M	Buy	+5,830	New	+$1.32M	0.63%	58
2022 Q1	–	Sell	-1,140	Closed	-$301K	–	130
2021 Q4	$301K	Buy	+1,140	New	+$293K	0.05%	129
2015 Q3	–	Sell	-1,773	Closed	-$367K	–	99
2015 Q2	$367K	Buy	+1,773	New	+$209K	0.24%	88

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

Wolf Group Capital Advisors's IWB Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 35% in Q1 2025, selling an estimated $456K and leaving 2,631 shares worth $807K. The position accounts for 0.27% of the portfolio, ranked #93.

Wolf Group Capital Advisors first reported a position in IWB in Q2 2015 and has held it in 14 quarters since. The position peaked at $1.21M in Q2 2022. 1,340 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

Wolf Group Capital Advisors held 2,631 shares of iShares Russell 1000 ETF worth $807K as of Q1 2025.
Wolf Group Capital Advisors sold 1,409 iShares Russell 1000 ETF shares in Q1 2025, an estimated $456K.
iShares Russell 1000 ETF made up 0.27% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #93 holding.
Wolf Group Capital Advisors first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 14 quarters since.
Wolf Group Capital Advisors's iShares Russell 1000 ETF position peaked at $1.21M in Q2 2022.
1,340 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.