AFG
IWB icon

AFS Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

AFS Financial Group’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
Q4 		– Sell
-6,199
Closed -$1.46M – 84
2023
Q3 		$1.46M Hold
6,199
– – 0.99% 25
2023
Q2 		$1.51M Hold
6,199
– – 0.98% 27
2023
Q1 		$1.4M Hold
6,199
– – 0.93% 28
2022
Q4 		$1.31M Buy
+6,199
New +$1.31M 0.93% 29

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFS Financial Group's IWB Position: Q4 2023 in Review

AFS Financial Group sold out of iShares Russell 1000 ETF (IWB) in Q4 2023, closing a stake of 6,199 shares — an estimated $1.46M sold.

AFS Financial Group first reported a position in IWB in Q4 2022 and held it in 4 quarters. The position peaked at $1.51M in Q2 2023. 1,211 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

  • AFS Financial Group reported no remaining iShares Russell 1000 ETF position as of Q4 2023 after selling out during the quarter.
  • AFS Financial Group sold 6,199 iShares Russell 1000 ETF shares in Q4 2023, an estimated $1.46M.
  • AFS Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 4 quarters.
  • AFS Financial Group's iShares Russell 1000 ETF position peaked at $1.51M in Q2 2023.
  • 1,211 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.