Ahrens Investment Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Ahrens Investment Partners’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	$207K	Buy	+919	New	+$202K	0.1%	138
2022 Q3	–	Sell	-939	Closed	-$195K	–	537
2022 Q2	$195K	Hold	939	–	–	0.09%	159
2022 Q1	$235K	Hold	939	–	–	0.07%	165
2021 Q4	$248K	Hold	939	–	–	0.11%	158
2021 Q3	$227K	Hold	939	–	–	0.11%	186
2021 Q2	$227K	Hold	939	–	–	0.1%	205
2021 Q1	$210K	Buy	+939	New	+$206K	0.11%	185

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

Ahrens Investment Partners's IWB Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2023: 919 shares worth $207K. The stake represents 0.1% of the portfolio and ranks #138 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IWB as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IWB in Q1 2021 and has held it in 7 quarters since. The position peaked at $248K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Ahrens Investment Partners held 919 shares of iShares Russell 1000 ETF worth $207K as of Q1 2023.
iShares Russell 1000 ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares Russell 1000 ETF made up 0.1% of Ahrens Investment Partners's portfolio in Q1 2023, its #138 holding.
Ahrens Investment Partners first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 7 quarters since.
Ahrens Investment Partners's iShares Russell 1000 ETF position peaked at $248K in Q4 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.