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

Baystate 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
2023 Q4	$32.3K	Buy	123 +51	+71%	+$12.5K	﹤0.01%	466
2023 Q3	$16.9K	Sell	72 -11	-13%	-$2.69K	﹤0.01%	499
2023 Q2	$20.2K	Buy	83 +12	+17%	+$2.76K	﹤0.01%	462
2023 Q1	$16K	Buy	71 +1	+1%	+$220	﹤0.01%	488
2022 Q4	$15K	Hold	70	–	–	﹤0.01%	510
2022 Q3	$14K	Hold	70	–	–	﹤0.01%	490
2022 Q2	$15K	Buy	70 +1	+1%	+$226	﹤0.01%	498
2022 Q1	$17K	Hold	69	–	–	﹤0.01%	491
2021 Q4	$18K	Hold	69	–	–	﹤0.01%	484
2021 Q3	$17K	Hold	69	–	–	﹤0.01%	456
2021 Q2	$17K	Buy	69 +36	+109%	+$8.48K	﹤0.01%	444
2021 Q1	$7K	Buy	+33	New	+$7.22K	﹤0.01%	485
2020 Q1	–	Sell	-105	Closed	-$19K	–	640
2019 Q4	$19K	Buy	105 +1	+1%	+$171	﹤0.01%	325
2019 Q3	$17K	Buy	104 +1	+1%	+$164	﹤0.01%	307
2019 Q2	$17K	Buy	103 +1	+1%	+$160	﹤0.01%	317
2019 Q1	$17K	Hold	102	–	–	﹤0.01%	323
2018 Q4	$15K	Buy	+102	New	+$15.3K	﹤0.01%	334

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baystate Wealth Management's IWB Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 71% in Q4 2023, buying an estimated $12.5K and bringing the position to 123 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Baystate Wealth Management first reported a position in IWB in Q4 2018 and has held it in 17 quarters since. 1,215 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

Baystate Wealth Management held 123 shares of iShares Russell 1000 ETF worth $32.3K as of Q4 2023.
Baystate Wealth Management bought 51 iShares Russell 1000 ETF shares in Q4 2023, an estimated $12.5K.
iShares Russell 1000 ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #466 holding.
Baystate Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 17 quarters since.
1,215 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.