ACG Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-148	Closed	-$31K	–	621
2022 Q2	$31K	Buy	+148	New	+$33.4K	0.01%	503

Other funds holding IWB

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

ACG Wealth's IWB Position: Q3 2022 in Review

ACG Wealth sold out of iShares Russell 1000 ETF (IWB) in Q3 2022, closing a stake of 148 shares — an estimated $31K sold.

ACG Wealth first reported a position in IWB in Q2 2022 and held it in 1 quarter. The position peaked at $31K in Q2 2022. 1,000 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

ACG Wealth reported no remaining iShares Russell 1000 ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 148 iShares Russell 1000 ETF shares in Q3 2022, an estimated $31K.
ACG Wealth first reported a position in iShares Russell 1000 ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's iShares Russell 1000 ETF position peaked at $31K in Q2 2022.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.