Capital Directions Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Capital Directions Investment 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	$17.1K	Buy	+81	New	+$17.1K	0.01%	187
2022 Q3	–	Hold	0	–	–	–	170

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

Capital Directions Investment Advisors's IWB Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q4 2022: 81 shares worth $17.1K. The stake represents 0.01% of the portfolio and ranks #187 among its holdings.

1,075 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

Capital Directions Investment Advisors held 81 shares of iShares Russell 1000 ETF worth $17.1K as of Q4 2022.
iShares Russell 1000 ETF was a new Capital Directions Investment Advisors position in Q4 2022.
iShares Russell 1000 ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #187 holding.
1,075 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.