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

Beam 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	–	Sell	-5,008	Closed	-$1.13M	–	111
2023 Q1	$1.13M	Sell	5,008 -165	-3%	-$36.3K	1.13%	31
2022 Q4	$1.09M	Buy	+5,173	New	+$1.1M	1.14%	31

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

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

Beam Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2023, closing a stake of 5,008 shares — an estimated $1.13M sold.

Beam Wealth Advisors first reported a position in IWB in Q4 2022 and held it in 2 quarters. The position peaked at $1.13M in Q1 2023. 1,103 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

Beam Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2023 after selling out during the quarter.
Beam Wealth Advisors sold 5,008 iShares Russell 1000 ETF shares in Q2 2023, an estimated $1.13M.
Beam Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 2 quarters.
Beam Wealth Advisors's iShares Russell 1000 ETF position peaked at $1.13M in Q1 2023.
1,103 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on Beam Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.