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Baker Tilly Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Baker Tilly Wealth Management’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
2024
Q3 		– Sell
-680
Closed -$202K – 260
2024
Q2 		$202K Buy
+680
New +$195K 0.08% 271

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baker Tilly Wealth Management's IWB Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2024, closing a stake of 680 shares — an estimated $202K sold.

Baker Tilly Wealth Management first reported a position in IWB in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 680 iShares Russell 1000 ETF shares in Q3 2024, an estimated $202K.
  • Baker Tilly Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2024 and held it in 1 quarter.
  • Baker Tilly Wealth Management's iShares Russell 1000 ETF position peaked at $202K in Q2 2024.
  • 1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.