IWB — ISHARES:RUSS 1000 ETF

Ownership history in RED CEDAR INVESTMENT MANAGEMENT, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which RED CEDAR INVESTMENT MANAGEMENT, LLC reported a position in ISHARES:RUSS 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
21.84% (2022 Q1)
Avg. % of fund
18.55%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 409,248 -7,945 -1.9% 16.51% $152.8M $373.44
2025 Q3 REDUCED 417,193 -16,956 -3.9% 17.87% $152.5M $364.40
2025 Q2 REDUCED 434,149 -19,692 -4.3% 18.61% $147.4M $337.67
2025 Q1 REDUCED 453,841 -67,737 -13.0% 19.26% $139.2M $304.25
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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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