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Asset Planning Services (Pennsylvania)’s iShares Russell 1000 ETF IWB Stock Holding History

Asset Planning Services (Pennsylvania)’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
2021
Q4 		$869K Buy
3,285
+4
+0.1% +$1.03K 0.4% 34
2021
Q3 		$793K Sell
3,281
-175
-5% -$43.5K 0.38% 37
2021
Q2 		$837K Buy
3,456
+2
+0.1% +$471 0.4% 36
2021
Q1 		$773K Buy
3,454
+4
+0.1% +$876 0.36% 42
2020
Q4 		$731K Buy
3,450
+5
+0.1% +$998 0.35% 40
2020
Q3 		$645K Buy
3,445
+311
+10% +$57.4K 0.28% 45
2020
Q2 		$538K Buy
3,134
+4
+0.1% +$647 0.23% 49
2020
Q1 		$443K Buy
3,130
+4
+0.1% +$676 0.22% 50
2019
Q4 		$580K Sell
3,126
-479
-13% -$81.7K 0.24% 53
2019
Q3 		$593K Buy
3,605
+14
+0.4% +$2.3K 0.26% 50
2019
Q2 		$585K Buy
3,591
+17
+0.5% +$2.72K 0.26% 48
2019
Q1 		$562K Sell
3,574
-65
-2% -$9.83K 0.26% 47
2018
Q4 		$505K Sell
3,639
-282
-7% -$42.2K 0.26% 48
2018
Q3 		$611K Sell
3,921
-4
-0.1% -$635 0.29% 44
2018
Q2 		$597K Hold
3,925
– – 0.29% 42
2018
Q1 		$576K Sell
3,925
-46
-1% -$6.99K 0.3% 44
2017
Q4 		$590K Buy
3,971
+14
+0.4% +$2.03K 0.3% 46
2017
Q3 		$554K Buy
3,957
+84
+2% +$11.5K 0.31% 46
2017
Q2 		$524K Sell
3,873
-132
-3% -$17.6K 0.34% 46
2017
Q1 		$526K Buy
4,005
+299
+8% +$38.7K 0.35% 45
2016
Q4 		$461K Buy
3,706
+15
+0.4% +$1.82K 0.36% 40
2016
Q3 		$445K Buy
3,691
+26
+0.7% +$3.13K 0.37% 38
2016
Q2 		$428K Hold
3,665
– – 0.37% 38
2016
Q1 		$418K Sell
3,665
-623
-15% -$67.3K 0.38% 39
2015
Q4 		$486K Buy
4,288
+33
+0.8% +$3.77K 0.47% 36
2015
Q3 		$455K Buy
4,255
+17
+0.4% +$1.93K 0.46% 37
2015
Q2 		$492K Buy
+4,238
New +$500K 0.47% 37

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IWB Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its iShares Russell 1000 ETF (IWB) stake by 0.12% in Q4 2021, buying an estimated $1.03K and bringing the position to 3,285 shares worth $869K. The position accounts for 0.4% of the portfolio, ranked #34.

Asset Planning Services (Pennsylvania) first reported a position in IWB in Q2 2015 and has held it in 27 quarters since. 1,059 funds tracked by Wall St. Rank hold IWB as of Q4 2021.

  • Asset Planning Services (Pennsylvania) held 3,285 shares of iShares Russell 1000 ETF worth $869K as of Q4 2021.
  • Asset Planning Services (Pennsylvania) bought 4 iShares Russell 1000 ETF shares in Q4 2021, an estimated $1.03K.
  • iShares Russell 1000 ETF made up 0.4% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #34 holding.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 27 quarters since.
  • 1,059 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.