Smart Wealth LLC Ishares Tr Russell 1000 ETF Transaction History

Smart Wealth LLC

$328 Billion
Q4 2025

A detailed history of Smart Wealth LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Smart Wealth LLC holds 633 shares of IWB stock, worth $232,868. This represents 0.07% of its overall portfolio holdings.

Number of Shares

633

Holding current value

$232,868

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 26, 2026	BUY	$358.39 - $376.54 $226,860 - $238,349	633 New	633 $236 Million

Others Institutions Holding IWB

# of Institutions

1,638

Shares Held

98.6M

Call Options Held

65.9K

Put Options Held

60.7K

Jones Financial Companies Lllp

11.3M
Shares

$4.14 Billion
2.82% of portfolio
Bank Of America Corp Charlotte, NC

4.41M
Shares

$1.62 Billion
0.11% of portfolio
Envestnet Asset Management Inc

4.18M
Shares

$1.54 Billion
0.47% of portfolio
Morgan Stanley New York, NY

3M
Shares

$1.1 Billion
0.07% of portfolio
M&T Bank Corp

2.83M
Shares

$1.04 Billion
3.49% of portfolio

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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