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

Bromfield Sneider 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
2024
Q1 		$127K Buy
443
+2
+0.5% +$548 0.08% 53
2023
Q4 		$116K Buy
441
+3
+0.7% +$735 0.08% 53
2023
Q3 		$103K Hold
438
– – 0.08% 51
2023
Q2 		$107K Buy
438
+1
+0.2% +$230 0.08% 46
2023
Q1 		$98.3K Buy
+437
New +$96.2K 0.08% 45

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IWB Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.45% in Q1 2024, buying an estimated $548 and bringing the position to 443 shares worth $127K. The position accounts for 0.08% of the portfolio, ranked #53.

Bromfield Sneider Wealth Advisors first reported a position in IWB in Q1 2023 and has held it in 5 quarters since. 1,226 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 443 shares of iShares Russell 1000 ETF worth $127K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors bought 2 iShares Russell 1000 ETF shares in Q1 2024, an estimated $548.
  • iShares Russell 1000 ETF made up 0.08% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #53 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 5 quarters since.
  • 1,226 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.