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BMS Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

BMS Financial 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 		$358K Buy
1,469
+122
+9% +$28.1K 0.23% 79
2023
Q1 		$303K Buy
+1,347
New +$296K 0.21% 95

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
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BMS Financial Advisors's IWB Position: Q2 2023 in Review

BMS Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 9.1% in Q2 2023, buying an estimated $28.1K and bringing the position to 1,469 shares worth $358K. The position accounts for 0.23% of the portfolio, ranked #79.

BMS Financial Advisors first reported a position in IWB in Q1 2023 and has held it in 2 quarters since. 1,102 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

  • BMS Financial Advisors held 1,469 shares of iShares Russell 1000 ETF worth $358K as of Q2 2023.
  • BMS Financial Advisors bought 122 iShares Russell 1000 ETF shares in Q2 2023, an estimated $28.1K.
  • iShares Russell 1000 ETF made up 0.23% of BMS Financial Advisors's portfolio in Q2 2023, its #79 holding.
  • BMS Financial Advisors first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 2 quarters since.
  • 1,102 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.