American Portfolios Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

American Portfolios Advisors’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 Q3	$1.7M	Buy	8,601 +2,829	+49%	+$620K	0.07%	279
2022 Q2	$1.2M	Sell	5,772 -1,859	-24%	-$420K	0.05%	384
2022 Q1	$1.91M	Buy	7,631 +797	+12%	+$197K	0.07%	289
2021 Q4	$1.81M	Sell	6,834 -1,961	-22%	-$505K	0.06%	308
2021 Q3	$2.13M	Buy	8,795 +1,080	+14%	+$268K	0.08%	260
2021 Q2	$1.87M	Sell	7,715 -33	-0.4%	-$7.78K	0.07%	272
2021 Q1	$1.73M	Buy	7,748 +1,403	+22%	+$307K	0.08%	260
2020 Q4	$1.34M	Sell	6,345 -1,213	-16%	-$242K	0.07%	272
2020 Q3	$1.41M	Buy	7,558 +58	+0.8%	+$10.7K	0.08%	222
2020 Q2	$1.29M	Sell	7,500 -119	-2%	-$19.3K	0.08%	225
2020 Q1	$1.08M	Sell	7,619 -957	-11%	-$162K	0.09%	205
2019 Q4	$1.53M	Sell	8,576 -95	-1%	-$16.2K	0.11%	189
2019 Q3	$1.43M	Buy	8,671 +124	+1%	+$20.4K	0.12%	176
2019 Q2	$1.39M	Sell	8,547 -354	-4%	-$56.7K	0.12%	177
2019 Q1	$1.4M	Buy	8,901 +179	+2%	+$27.1K	0.13%	167
2018 Q4	$1.21M	Sell	8,722 -21,190	-71%	-$3.17M	0.15%	144
2018 Q3	$4.84M	Buy	29,912 +23,793	+389%	+$3.78M	0.56%	30
2018 Q2	$930K	Sell	6,119 -55	-0.9%	-$8.29K	0.13%	166
2018 Q1	$907K	Sell	6,174 -326	-5%	-$49.5K	0.13%	161
2017 Q4	$966K	Buy	+6,500	New	+$941K	0.15%	145

Other funds holding IWB

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

American Portfolios Advisors's IWB Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Russell 1000 ETF (IWB) stake by 49% in Q3 2022, buying an estimated $620K and bringing the position to 8,601 shares worth $1.7M. The position accounts for 0.07% of the portfolio, ranked #279.

American Portfolios Advisors first reported a position in IWB in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.84M in Q3 2018. 1,000 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

American Portfolios Advisors held 8,601 shares of iShares Russell 1000 ETF worth $1.7M as of Q3 2022.
American Portfolios Advisors bought 2,829 iShares Russell 1000 ETF shares in Q3 2022, an estimated $620K.
iShares Russell 1000 ETF made up 0.07% of American Portfolios Advisors's portfolio in Q3 2022, its #279 holding.
American Portfolios Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Russell 1000 ETF position peaked at $4.84M in Q3 2018.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.