Better Money Decisions’s iShares Russell 1000 ETF IWB Stock Holding History

Better Money Decisions’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 Q4	–	Sell	-865	Closed	-$272K	–	69
2024 Q3	$272K	Sell	865 -59	-6%	-$17.9K	0.19%	57
2024 Q2	$275K	Buy	924 +24	+3%	+$6.89K	0.21%	53
2024 Q1	$259K	Sell	900 -18	-2%	-$4.93K	0.21%	56
2023 Q4	$241K	Buy	918 +2	+0.2%	+$490	0.2%	57
2023 Q3	$215K	Buy	916 +2	+0.2%	+$490	0.19%	56
2023 Q2	$223K	Buy	914 +1	+0.1%	+$230	0.18%	60
2023 Q1	$206K	Buy	+913	New	+$201K	0.17%	63
2022 Q3	–	Sell	-906	Closed	-$188K	–	237
2022 Q2	$188K	Buy	+906	New	+$205K	0.16%	60
2021 Q4	–	Sell	-414	Closed	-$100K	–	316
2021 Q3	$100K	Buy	414 +1	+0.2%	+$249	0.08%	110
2021 Q2	$100K	Buy	413 +1	+0.2%	+$236	0.09%	105
2021 Q1	$92K	Buy	+412	New	+$90.2K	0.09%	91

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 $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Better Money Decisions's IWB Position: Q4 2024 in Review

Better Money Decisions sold out of iShares Russell 1000 ETF (IWB) in Q4 2024, closing a stake of 865 shares — an estimated $272K sold.

Better Money Decisions first reported a position in IWB in Q1 2021 and held it in 11 quarters. The position peaked at $275K in Q2 2024. 1,357 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

Better Money Decisions reported no remaining iShares Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
Better Money Decisions sold 865 iShares Russell 1000 ETF shares in Q4 2024, an estimated $272K.
Better Money Decisions first reported a position in iShares Russell 1000 ETF in Q1 2021 and held it in 11 quarters.
Better Money Decisions's iShares Russell 1000 ETF position peaked at $275K in Q2 2024.
1,357 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Better Money Decisions's 13F filing for Q4 2024, filed 24 Jan 2025.