Boston Financial Management’s iShares Russell 1000 ETF IWB Stock Holding History

Boston Financial 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
2024 Q4	$18.8M	Sell	58,391 -3,719	-6%	-$1.2M	0.57%	54
2024 Q3	$19.5M	Buy	62,110 +3,813	+7%	+$1.15M	0.58%	55
2024 Q2	$17.3M	Sell	58,297 -5,177	-8%	-$1.49M	0.55%	52
2024 Q1	$18.3M	Sell	63,474 -1,850	-3%	-$507K	0.58%	52
2023 Q4	$17.1M	Sell	65,324 -607	-0.9%	-$149K	0.58%	51
2023 Q3	$15.5M	Buy	65,931 +1,190	+2%	+$291K	0.58%	52
2023 Q2	$15.8M	Sell	64,741 -1,067	-2%	-$246K	0.57%	52
2023 Q1	$14.8M	Sell	65,808 -533	-0.8%	-$117K	0.58%	51
2022 Q4	$14M	Sell	66,341 -13,469	-17%	-$2.85M	0.56%	53
2022 Q3	$15.7M	Buy	79,810 +9,171	+13%	+$2.01M	0.68%	46
2022 Q2	$14.7M	Buy	70,639 +2,689	+4%	+$608K	0.63%	48
2022 Q1	$17M	Buy	67,950 +8,599	+14%	+$2.12M	0.65%	48
2021 Q4	$15.7M	Buy	59,351 +3,712	+7%	+$955K	0.57%	52
2021 Q3	$13.4M	Sell	55,639 -3,763	-6%	-$935K	0.55%	52
2021 Q2	$14.4M	Sell	59,402 -2,119	-3%	-$499K	0.58%	50
2021 Q1	$13.8M	Buy	61,521 +10,429	+20%	+$2.28M	0.61%	50
2020 Q4	$10.8M	Sell	51,092 -2,942	-5%	-$587K	0.49%	56
2020 Q3	$10.1M	Sell	54,034 -1,281	-2%	-$237K	0.49%	53
2020 Q2	$9.5M	Buy	55,315 +70	+0.1%	+$11.3K	0.51%	54
2020 Q1	$7.82M	Sell	55,245 -4,273	-7%	-$722K	0.5%	56
2019 Q4	$10.6M	Sell	59,518 -99	-0.2%	-$16.9K	0.58%	57
2019 Q3	$9.81M	Sell	59,617 -3,378	-5%	-$554K	0.56%	57
2019 Q2	$10.3M	Sell	62,995 -3,513	-5%	-$562K	0.59%	56
2019 Q1	$10.5M	Sell	66,508 -101	-0.2%	-$15.3K	0.64%	57
2018 Q4	$9.24M	Buy	66,609 +22,047	+49%	+$3.3M	0.64%	60
2018 Q3	$7.21M	Sell	44,562 -1,482	-3%	-$235K	0.43%	79
2018 Q2	$7M	Sell	46,044 -2,159	-4%	-$325K	0.47%	72
2018 Q1	$7.08M	Sell	48,203 -4,093	-8%	-$622K	0.48%	76
2017 Q4	$7.77M	Sell	52,296 -2,220	-4%	-$321K	0.52%	70
2017 Q3	$7.63M	Buy	54,516 +512	+0.9%	+$70.3K	0.54%	70
2017 Q2	$7.3M	Buy	54,004 +6,904	+15%	+$922K	0.52%	69
2017 Q1	$6.18M	Sell	47,100 -1,810	-4%	-$234K	0.46%	80
2016 Q4	$6.09M	Buy	48,910 +1,918	+4%	+$233K	0.48%	75
2016 Q3	$5.66M	Sell	46,992 -987	-2%	-$119K	0.46%	85
2016 Q2	$5.61M	Buy	47,979 +2,880	+6%	+$332K	0.46%	87
2016 Q1	$5.14M	Buy	45,099 +3,795	+9%	+$410K	0.77%	49
2015 Q4	$4.68M	Buy	41,304 +40	+0.1%	+$4.57K	0.67%	57
2015 Q3	$4.42M	Buy	41,264 +2,773	+7%	+$315K	0.63%	56
2015 Q2	$4.47M	Sell	38,491 -5,645	-13%	-$666K	0.57%	59
2015 Q1	$5.11M	Buy	44,136 +236	+0.5%	+$27.3K	0.64%	53
2014 Q4	$5.03M	Buy	43,900 +6,054	+16%	+$679K	0.63%	51
2014 Q3	$4.16M	Buy	37,846 +2,341	+7%	+$259K	0.55%	63
2014 Q2	$3.91M	Sell	35,505 -1,519	-4%	-$162K	0.52%	62
2014 Q1	$3.88M	Buy	37,024 +1,351	+4%	+$139K	0.52%	63
2013 Q4	$3.68M	Buy	35,673 +4,717	+15%	+$467K	0.5%	63
2013 Q3	$2.92M	Buy	30,956 +5,853	+23%	+$547K	0.44%	71
2013 Q2	$2.26M	Buy	+25,103	New	+$2.25M	0.35%	82

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 $374B AUM 17.66% 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 $29.2B AUM 22.81% 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

Boston Financial Management's IWB Position: Q4 2024 in Review

Boston Financial Management reduced its iShares Russell 1000 ETF (IWB) stake by 6% in Q4 2024, selling an estimated $1.2M and leaving 58,391 shares worth $18.8M. The position accounts for 0.57% of the portfolio, ranked #54.

Boston Financial Management first reported a position in IWB in Q2 2013 and has held it in 47 quarters since. The position peaked at $19.5M in Q3 2024. 1,357 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

Boston Financial Management held 58,391 shares of iShares Russell 1000 ETF worth $18.8M as of Q4 2024.
Boston Financial Management sold 3,719 iShares Russell 1000 ETF shares in Q4 2024, an estimated $1.2M.
iShares Russell 1000 ETF made up 0.57% of Boston Financial Management's portfolio in Q4 2024, its #54 holding.
Boston Financial Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 47 quarters since.
Boston Financial Management's iShares Russell 1000 ETF position peaked at $19.5M in Q3 2024.
1,357 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.