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WorthPointe’s iShares Russell 1000 ETF IWB Stock Holding History

WorthPointe’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
-2,326
Closed -$713K – 101
2025
Q1 		$713K Sell
2,326
-363
-13% -$117K 0.32% 41
2024
Q4 		$866K Buy
2,689
+363
+16% +$118K 0.35% 33
2024
Q3 		$731K Buy
+2,326
New +$704K 0.31% 36

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WorthPointe's IWB Position: Q2 2025 in Review

WorthPointe sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 2,326 shares — an estimated $713K sold.

WorthPointe first reported a position in IWB in Q3 2024 and held it in 3 quarters. The position peaked at $866K in Q4 2024. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • WorthPointe reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
  • WorthPointe sold 2,326 iShares Russell 1000 ETF shares in Q2 2025, an estimated $713K.
  • WorthPointe first reported a position in iShares Russell 1000 ETF in Q3 2024 and held it in 3 quarters.
  • WorthPointe's iShares Russell 1000 ETF position peaked at $866K in Q4 2024.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on WorthPointe's 13F filing for Q2 2025, filed 5 Aug 2025.