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

BT 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
2022 Q2	$75.3M	Buy	362,414 +843	+0.2%	+$191K	21.13%	1
2022 Q1	$90.4M	Buy	361,571 +12,692	+4%	+$3.13M	23.53%	1
2021 Q4	$92.3M	Buy	348,879 +6,126	+2%	+$1.58M	24.93%	1
2021 Q3	$82.8M	Buy	342,753 +6,386	+2%	+$1.59M	25.73%	1
2021 Q2	$81.4M	Buy	336,367 +9,244	+3%	+$2.18M	24.68%	1
2021 Q1	$73.2M	Sell	327,123 -3,616	-1%	-$792K	24.36%	1
2020 Q4	$70.1M	Buy	330,739 +3,214	+1%	+$641K	26.05%	1
2020 Q3	$61.3M	Buy	327,525 +3,862	+1%	+$713K	26.63%	1
2020 Q2	$55.6M	Sell	323,663 -10,336	-3%	-$1.67M	28.16%	1
2020 Q1	$47.3M	Buy	333,999 +4,361	+1%	+$737K	27.06%	1
2019 Q4	$58.8M	Buy	329,638 +6,257	+2%	+$1.07M	29.94%	1
2019 Q3	$53.2M	Buy	323,381 +1,131	+0.4%	+$186K	29.69%	1
2019 Q2	$51.6M	Buy	322,250 +556	+0.2%	+$89K	29.83%	1
2019 Q1	$50.6M	Sell	321,694 -3,323	-1%	-$502K	29.81%	1
2018 Q4	$49.7M	Buy	+325,017	New	+$48.6M	21.41%	1

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BT Wealth Management's IWB Position: Q2 2022 in Review

BT Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.23% in Q2 2022, buying an estimated $191K and bringing the position to 362,414 shares worth $75.3M. The position accounts for 21.13% of the portfolio, ranked #1.

BT Wealth Management first reported a position in IWB in Q4 2018 and has held it in 15 quarters since. The position peaked at $92.3M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

BT Wealth Management held 362,414 shares of iShares Russell 1000 ETF worth $75.3M as of Q2 2022.
BT Wealth Management bought 843 iShares Russell 1000 ETF shares in Q2 2022, an estimated $191K.
iShares Russell 1000 ETF made up 21.13% of BT Wealth Management's portfolio in Q2 2022, its #1 holding.
BT Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's iShares Russell 1000 ETF position peaked at $92.3M in Q4 2021.
1,019 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.