ZRP
IWB icon

Zynergy Retirement Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Zynergy Retirement Planning’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
-150
Closed -$48.3K – 66
2025
Q1 		$48.3K Hold
150
– – 0.03% 45
2024
Q4 		$47.2K Hold
150
– – 0.03% 42
2024
Q3 		$47.2K Hold
150
– – 0.03% 42
2024
Q2 		$44.6K Buy
+150
New +$43.1K 0.03% 41

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

Zynergy Retirement Planning's IWB Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of iShares Russell 1000 ETF (IWB) in Q2 2025, closing a stake of 150 shares — an estimated $48.3K sold.

Zynergy Retirement Planning first reported a position in IWB in Q2 2024 and held it in 4 quarters. The position peaked at $48.3K in Q1 2025. 1,388 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining iShares Russell 1000 ETF position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 150 iShares Russell 1000 ETF shares in Q2 2025, an estimated $48.3K.
  • Zynergy Retirement Planning first reported a position in iShares Russell 1000 ETF in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's iShares Russell 1000 ETF position peaked at $48.3K in Q1 2025.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.