BDO Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

BDO Wealth 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
2023 Q2	$42.8K	Hold	175	–	–	﹤0.01%	464
2023 Q1	$39.4K	Hold	175	–	–	﹤0.01%	461
2022 Q4	$36.8K	Buy	175 +66	+61%	+$14K	﹤0.01%	463
2022 Q3	$22K	Hold	109	–	–	﹤0.01%	550
2022 Q2	$23K	Buy	109 +1	+0.9%	+$226	﹤0.01%	530
2022 Q1	$27K	Hold	108	–	–	﹤0.01%	543
2021 Q4	$29K	Hold	108	–	–	﹤0.01%	551
2021 Q3	$26K	Buy	108 +1	+0.9%	+$249	﹤0.01%	557
2021 Q2	$26K	Hold	107	–	–	﹤0.01%	570
2021 Q1	$24K	Hold	107	–	–	﹤0.01%	583
2020 Q4	$23K	Buy	107 +1	+0.9%	+$200	﹤0.01%	445
2020 Q3	$20K	Hold	106	–	–	﹤0.01%	425
2020 Q2	$18K	Hold	106	–	–	﹤0.01%	444
2020 Q1	$15K	Buy	106 +1	+1%	+$169	﹤0.01%	494
2019 Q4	$19K	Hold	105	–	–	﹤0.01%	392
2019 Q3	$17K	Hold	105	–	–	﹤0.01%	410
2019 Q2	$17K	Buy	105 +15	+17%	+$2.4K	﹤0.01%	401
2019 Q1	$14K	Hold	90	–	–	﹤0.01%	398
2018 Q4	$12K	Buy	90 +40	+80%	+$5.98K	﹤0.01%	389
2018 Q3	$8K	Hold	50	–	–	﹤0.01%	476
2018 Q2	$8K	Hold	50	–	–	﹤0.01%	484
2018 Q1	$7K	Buy	+50	New	+$7.6K	﹤0.01%	420
2017 Q3	–	Sell	-50	Closed	-$7K	–	497
2017 Q2	$7K	Buy	+50	New	+$6.67K	﹤0.01%	406

Other funds holding IWB

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BDO Wealth Advisors's IWB Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2023 at 175 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

BDO Wealth Advisors first reported a position in IWB in Q2 2017 and has held it in 23 quarters since. 1,102 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

BDO Wealth Advisors held 175 shares of iShares Russell 1000 ETF worth $42.8K as of Q2 2023.
BDO Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2023.
iShares Russell 1000 ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #464 holding.
BDO Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2017 and has held it in 23 quarters since.
1,102 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.