Affiance Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-3,192	Closed	-$672K	–	255
2022 Q4	$672K	Buy	3,192 +2,944	+1,187%	+$623K	0.27%	59
2022 Q3	$49K	Hold	248	–	–	0.03%	96
2022 Q2	$52K	Hold	248	–	–	0.03%	98
2022 Q1	$62K	Sell	248 -190	-43%	-$46.9K	0.03%	110
2021 Q4	$116K	Hold	438	–	–	0.05%	113
2021 Q3	$106K	Hold	438	–	–	0.05%	116
2021 Q2	$106K	Hold	438	–	–	0.04%	120
2021 Q1	$98K	Hold	438	–	–	0.04%	118
2020 Q4	$93K	Buy	438 +248	+131%	+$49.5K	0.05%	107
2020 Q3	$36K	Hold	190	–	–	0.02%	117
2020 Q2	$33K	Hold	190	–	–	0.02%	110
2020 Q1	$27K	Hold	190	–	–	0.02%	103
2019 Q4	$34K	Buy	+190	New	+$32.4K	0.02%	116

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Affiance Financial's IWB Position: Q1 2023 in Review

Affiance Financial sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 3,192 shares — an estimated $672K sold.

Affiance Financial first reported a position in IWB in Q4 2019 and held it in 13 quarters. The position peaked at $672K in Q4 2022. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Affiance Financial reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 3,192 iShares Russell 1000 ETF shares in Q1 2023, an estimated $672K.
Affiance Financial first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 13 quarters.
Affiance Financial's iShares Russell 1000 ETF position peaked at $672K in Q4 2022.
1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.