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Brass Tax Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Brass Tax Wealth 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
Q3 		– Sell
-1,083
Closed -$322K – 220
2024
Q2 		$322K Buy
+1,083
New +$311K 0.06% 125

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brass Tax Wealth Management's IWB Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2024, closing a stake of 1,083 shares — an estimated $322K sold.

Brass Tax Wealth Management first reported a position in IWB in Q2 2024 and held it in 1 quarter. The position peaked at $322K in Q2 2024. 1,269 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 1,083 iShares Russell 1000 ETF shares in Q3 2024, an estimated $322K.
  • Brass Tax Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's iShares Russell 1000 ETF position peaked at $322K in Q2 2024.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.