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BluePath Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

BluePath Capital Management’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
Q4 		– Sell
-604
Closed -$142K – 213
2023
Q3 		$142K Buy
+604
New +$148K 0.13% 121

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BluePath Capital Management's IWB Position: Q4 2023 in Review

BluePath Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2023, closing a stake of 604 shares — an estimated $142K sold.

BluePath Capital Management first reported a position in IWB in Q3 2023 and held it in 1 quarter. The position peaked at $142K in Q3 2023. 1,211 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

  • BluePath Capital Management reported no remaining iShares Russell 1000 ETF position as of Q4 2023 after selling out during the quarter.
  • BluePath Capital Management sold 604 iShares Russell 1000 ETF shares in Q4 2023, an estimated $142K.
  • BluePath Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2023 and held it in 1 quarter.
  • BluePath Capital Management's iShares Russell 1000 ETF position peaked at $142K in Q3 2023.
  • 1,211 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on BluePath Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.