Arcus Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Arcus Capital 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	–	Sell	-413	Closed	-$87K	–	225
2022 Q4	$87K	Buy	+413	New	+$87.4K	0.03%	146
2019 Q3	–	Sell	-1,218	Closed	-$198K	–	113
2019 Q2	$198K	Sell	1,218 -388	-24%	-$62.1K	0.07%	92
2019 Q1	$253K	Sell	1,606 -1,934	-55%	-$292K	0.1%	83
2018 Q4	$491K	Sell	3,540 -645	-15%	-$96.5K	0.29%	59
2018 Q3	$677K	Buy	+4,185	New	+$664K	0.32%	52

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arcus Capital Partners's IWB Position: Q1 2023 in Review

Arcus Capital Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 413 shares — an estimated $87K sold.

Arcus Capital Partners first reported a position in IWB in Q3 2018 and held it in 5 quarters. The position peaked at $677K in Q3 2018. 1,063 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Arcus Capital Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
Arcus Capital Partners sold 413 iShares Russell 1000 ETF shares in Q1 2023, an estimated $87K.
Arcus Capital Partners first reported a position in iShares Russell 1000 ETF in Q3 2018 and held it in 5 quarters.
Arcus Capital Partners's iShares Russell 1000 ETF position peaked at $677K in Q3 2018.
1,063 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.