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Cardinal Point Wealth Management Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Cardinal Point Wealth Management Partners’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
2023
Q1 		$221K Hold
979
– – 0.07% 75
2022
Q4 		$206K Buy
+979
New +$207K 0.07% 66
2022
Q3 		– Sell
-979
Closed -$203K – 50
2022
Q2 		$203K Buy
+979
New +$221K 0.1% 48

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cardinal Point Wealth Management Partners's IWB Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2023 at 979 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #75.

Cardinal Point Wealth Management Partners first reported a position in IWB in Q2 2022 and has held it in 3 quarters since. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 979 shares of iShares Russell 1000 ETF worth $221K as of Q1 2023.
  • Cardinal Point Wealth Management Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2023.
  • iShares Russell 1000 ETF made up 0.07% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #75 holding.
  • Cardinal Point Wealth Management Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 3 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.