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Benjamin F. Edwards & Company’s iShares Russell 1000 ETF IWB Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$2.07M Buy
6,958
+3,201
+85% +$919K 0.04% 369
2024
Q1 		$1.08M Sell
3,757
-201
-5% -$55.1K 0.02% 490
2023
Q4 		$1.04M Buy
3,958
+1,069
+37% +$262K 0.02% 482
2023
Q3 		$679K Sell
2,889
-152
-5% -$37.2K 0.03% 455
2023
Q2 		$741K Hold
3,041
– – 0.03% 427
2023
Q1 		$685K Sell
3,041
-674
-18% -$148K 0.03% 412
2022
Q4 		$782K Buy
3,715
+194
+6% +$41.1K 0.04% 371
2022
Q3 		$695K Sell
3,521
-37
-1% -$8.11K 0.03% 382
2022
Q2 		$739K Hold
3,558
– – 0.04% 382
2022
Q1 		$890K Sell
3,558
-186
-5% -$45.9K 0.04% 364
2021
Q4 		$990K Hold
3,744
– – 0.04% 346
2021
Q3 		$905K Sell
3,744
-196
-5% -$48.7K 0.05% 353
2021
Q2 		$954K Buy
3,940
+3,925
+26,167% +$925K 0.05% 343
2021
Q1 		$3K Hold
15
– – ﹤0.01% 1570
2020
Q4 		$3K Sell
15
-46
-75% -$9.18K ﹤0.01% 1483
2020
Q3 		$11K Hold
61
– – ﹤0.01% 1251
2020
Q2 		$10K Hold
61
– – ﹤0.01% 1280
2020
Q1 		$9K Hold
61
– – ﹤0.01% 1294
2019
Q4 		$11K Sell
61
-78
-56% -$13.3K ﹤0.01% 1405
2019
Q3 		$23K Buy
+139
New +$22.8K ﹤0.01% 1150

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Benjamin F. Edwards & Company's IWB Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares Russell 1000 ETF (IWB) stake by 85% in Q2 2024, buying an estimated $919K and bringing the position to 6,958 shares worth $2.07M. The position accounts for 0.04% of the portfolio, ranked #369.

Benjamin F. Edwards & Company first reported a position in IWB in Q3 2019 and has held it in 20 quarters since. 1,254 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

  • Benjamin F. Edwards & Company held 6,958 shares of iShares Russell 1000 ETF worth $2.07M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 3,201 iShares Russell 1000 ETF shares in Q2 2024, an estimated $919K.
  • iShares Russell 1000 ETF made up 0.04% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #369 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 20 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.