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

Alaethes 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 Q2	–	Sell	-200	Closed	-$50K	–	204
2022 Q1	$50K	Hold	200	–	–	0.03%	140
2021 Q4	$53K	Hold	200	–	–	0.03%	136
2021 Q3	$48K	Hold	200	–	–	0.03%	135
2021 Q2	$48K	Buy	+200	New	+$47.1K	0.04%	130

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

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

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

Alaethes Wealth's IWB Position: Q2 2022 in Review

Alaethes Wealth sold out of iShares Russell 1000 ETF (IWB) in Q2 2022, closing a stake of 200 shares — an estimated $50K sold.

Alaethes Wealth first reported a position in IWB in Q2 2021 and held it in 4 quarters. The position peaked at $53K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

Alaethes Wealth reported no remaining iShares Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 200 iShares Russell 1000 ETF shares in Q2 2022, an estimated $50K.
Alaethes Wealth first reported a position in iShares Russell 1000 ETF in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's iShares Russell 1000 ETF position peaked at $53K in Q4 2021.
1,019 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.