Boulder Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Boulder Wealth 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
2022 Q4	$1.19M	Buy	+5,628	New	+$1.19M	1.06%	12

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

Boulder Wealth Advisors's IWB Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q4 2022: 5,628 shares worth $1.19M. The stake represents 1.06% of the portfolio and ranks #12 among its holdings.

1,074 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

Boulder Wealth Advisors held 5,628 shares of iShares Russell 1000 ETF worth $1.19M as of Q4 2022.
iShares Russell 1000 ETF was a new Boulder Wealth Advisors position in Q4 2022.
iShares Russell 1000 ETF made up 1.06% of Boulder Wealth Advisors's portfolio in Q4 2022, its #12 holding.
1,074 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.