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Bison Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Bison Wealth’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
2022
Q1 		– Sell
-20
Closed -$5K – 389
2021
Q4 		$5K Hold
20
– – ﹤0.01% 326
2021
Q3 		$5K Hold
20
– – ﹤0.01% 442
2021
Q2 		$5K Hold
20
– – ﹤0.01% 434
2021
Q1 		$4K Buy
+20
New +$4.38K ﹤0.01% 447

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bison Wealth's IWB Position: Q1 2022 in Review

Bison Wealth sold out of iShares Russell 1000 ETF (IWB) in Q1 2022, closing a stake of 20 shares — an estimated $5K sold.

Bison Wealth first reported a position in IWB in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 1,045 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

  • Bison Wealth reported no remaining iShares Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
  • Bison Wealth sold 20 iShares Russell 1000 ETF shares in Q1 2022, an estimated $5K.
  • Bison Wealth first reported a position in iShares Russell 1000 ETF in Q1 2021 and held it in 4 quarters.
  • Bison Wealth's iShares Russell 1000 ETF position peaked at $5K in Q4 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.