AJ Wealth Strategies’s iShares Russell 1000 ETF IWB Stock Holding History

AJ Wealth Strategies’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 Q2	$1.27M	Hold	5,193	–	–	0.06%	117
2023 Q1	$1.17M	Hold	5,193	–	–	0.06%	117
2022 Q4	$1.09M	Sell	5,193 -10,500	-67%	-$2.22M	0.06%	128
2022 Q3	$3.1M	Sell	15,693 -43	-0.3%	-$9.43K	0.18%	60
2022 Q2	$3.27M	Sell	15,736 -42	-0.3%	-$9.49K	0.17%	60
2022 Q1	$3.95M	Buy	15,778 +9,750	+162%	+$2.41M	0.19%	68
2021 Q4	$1.59M	Buy	6,028 +288	+5%	+$74.1K	0.08%	109
2021 Q3	$1.39M	Hold	5,740	–	–	0.07%	107
2021 Q2	$1.39M	Sell	5,740 -44	-0.8%	-$10.4K	0.08%	104
2021 Q1	$1.29M	Sell	5,784 -1,411	-20%	-$309K	0.09%	97
2020 Q4	$1.52M	Sell	7,195 -36	-0.5%	-$7.18K	0.13%	78
2020 Q3	$1.35M	Buy	7,231 +16	+0.2%	+$2.96K	0.14%	67
2020 Q2	$1.24M	Buy	7,215 +3,721	+106%	+$602K	0.14%	64
2020 Q1	$495K	Buy	3,494 +115	+3%	+$19.4K	0.07%	93
2019 Q4	$603K	Hold	3,379	–	–	0.07%	71
2019 Q3	$556K	Sell	3,379 -1,540	-31%	-$253K	0.07%	69
2019 Q2	$801K	Hold	4,919	–	–	0.12%	56
2019 Q1	$774K	Hold	4,919	–	–	0.13%	58
2018 Q4	$682K	Hold	4,919	–	–	0.13%	55
2018 Q3	$795K	Hold	4,919	–	–	0.15%	52
2018 Q2	$748K	Hold	4,919	–	–	0.15%	52
2018 Q1	$722K	Hold	4,919	–	–	0.17%	48
2017 Q4	$731K	Hold	4,919	–	–	0.18%	51
2017 Q3	$688K	Hold	4,919	–	–	0.22%	48
2017 Q2	$665K	Hold	4,919	–	–	0.25%	45
2017 Q1	$646K	Hold	4,919	–	–	0.28%	48
2016 Q4	$612K	Buy	+4,919	New	+$598K	0.32%	45

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

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

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

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

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

AJ Wealth Strategies's IWB Position: Q2 2023 in Review

AJ Wealth Strategies held its iShares Russell 1000 ETF (IWB) position steady in Q2 2023 at 5,193 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #117.

AJ Wealth Strategies first reported a position in IWB in Q4 2016 and has held it in 27 quarters since. The position peaked at $3.95M in Q1 2022. 1,102 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

AJ Wealth Strategies held 5,193 shares of iShares Russell 1000 ETF worth $1.27M as of Q2 2023.
AJ Wealth Strategies left its iShares Russell 1000 ETF share count unchanged in Q2 2023.
iShares Russell 1000 ETF made up 0.06% of AJ Wealth Strategies's portfolio in Q2 2023, its #117 holding.
AJ Wealth Strategies first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 27 quarters since.
AJ Wealth Strategies's iShares Russell 1000 ETF position peaked at $3.95M in Q1 2022.
1,102 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.