IWB — ISHARES RUSSELL 1000 ETF IV

Ownership history in PACK Private Wealth, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which PACK Private Wealth, LLC reported a position in ISHARES RUSSELL 1000 ETF IV (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
0.37% (2021 Q4)
Avg. % of fund
0.33%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,772 — 0% 0.30% $662K $372.56
2025 Q3 UNCHANGED 1,772 — 0% 0.31% $648K $363.54
2025 Q2 UNCHANGED 1,772 — 0% 0.32% $602K $336.87
2025 Q1 UNCHANGED 1,772 — 0% 0.32% $544K $303.53
2024 Q4 UNCHANGED 1,772 — 0% 0.34% $571K $317.94
2024 Q3 UNCHANGED 1,772 — 0% 0.32% $557K $309.33
2024 Q2 UNCHANGED 1,772 — 0% 0.33% $527K $291.75
2024 Q1 UNCHANGED 1,772 — 0% 0.32% $510K $281.72
2023 Q4 UNCHANGED 1,772 — 0% 0.31% $465K $255.74
2023 Q3 UNCHANGED 1,772 — 0% 0.31% $416K $228.22
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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% MPS Loria Financial Planners, LLC 3Y 7Y 32.02% 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%
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