True Wealth Design, LLC Ishares Tr Russell 1000 ETF Transaction History

True Wealth Design, LLC

$341 Billion
Q4 2025

A detailed history of True Wealth Design, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, True Wealth Design, LLC holds 86 shares of IWB stock, worth $31,637. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$31,637

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 08, 2026	BUY	$358.39 - $376.54 $30,821 - $32,382	86 New	86 $32.1 Million

Others Institutions Holding IWB

# of Institutions

1,623

Shares Held

98.5M

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
3.58% of portfolio

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Account

True Wealth Design, LLC Ishares Tr Russell 1000 ETF Transaction History