9258 Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

9258 Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$231K	Sell	734 -6	-0.8%	-$1.82K	0.03%	314
2024 Q2	$220K	Buy	740 +17	+2%	+$4.88K	0.03%	317
2024 Q1	$208K	Buy	+723	New	+$198K	0.03%	327
2023 Q1	–	Sell	-3,516	Closed	-$740K	–	327
2022 Q4	$740K	Buy	+3,516	New	+$744K	0.16%	123

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

9258 Wealth Management's IWB Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.81% in Q3 2024, selling an estimated $1.82K and leaving 734 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #314.

9258 Wealth Management first reported a position in IWB in Q4 2022 and has held it in 4 quarters since. The position peaked at $740K in Q4 2022. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

9258 Wealth Management held 734 shares of iShares Russell 1000 ETF worth $231K as of Q3 2024.
9258 Wealth Management sold 6 iShares Russell 1000 ETF shares in Q3 2024, an estimated $1.82K.
iShares Russell 1000 ETF made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #314 holding.
9258 Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 4 quarters since.
9258 Wealth Management's iShares Russell 1000 ETF position peaked at $740K in Q4 2022.
1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.