IWB — ISHARES RUSSELL 1000 ETF

Ownership history in MPS Loria Financial Planners, LLC  ·  34 quarters on record

This page tracks every 13F SEC filing in which MPS Loria Financial Planners, LLC reported a position in ISHARES RUSSELL 1000 ETF (IWB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
39.32% (2021 Q3)
Avg. % of fund
33.63%
First filed
2017 Q2
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 333,549 -702 -0.2% 32.02% $124.6M $373.44
2025 Q3 ADDED 334,251 +1,854 +0.6% 32.46% $122.2M $364.40
2025 Q2 REDUCED 332,397 -9,863 -2.9% 33.21% $112.9M $337.67
2025 Q1 REDUCED 342,260 -35,658 -9.4% 31.14% $105.0M $304.25
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% of Fund (quarterly)    IWB price (monthly, adj. close)

Other funds also holding IWB

As of 2025 Q4 — sorted by position size

FIDUCIARY COUNSELLING INC 3Y 7Y 32.16% Brewster Financial Planning LLC 3Y 26.95% HOGE FINANCIAL SERVICES, LLC 23.12% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 16.51% SENTINEL WEALTH MANAGEMENT, INC. 16.07% Gray Private Wealth, LLC 15.57% Legacy Wealth Management, Inc 3Y 7Y 15.29% Arbor Investment Advisors, LLC 3Y 7Y 14.31% Millburn Ridgefield LLC /DE/ 3Y 7Y 13.01% Capstone Financial Advisors, Inc. 3Y 7Y 12.9%
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