BOLTON SECURITIES CORPORATION’s iShares Russell 1000 ETF IWB Stock Holding History

BOLTON SECURITIES CORPORATION’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	$1.84K	Buy	+6	New	+$1.94K	﹤0.01%	1739

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IWB Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2025: 6 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #1739 among its holdings.

1,347 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

BOLTON SECURITIES CORPORATION held 6 shares of iShares Russell 1000 ETF worth $1.84K as of Q1 2025.
iShares Russell 1000 ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares Russell 1000 ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1739 holding.
1,347 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.