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Carl Stuart Investment Advisor’s iShares Russell 1000 ETF IWB Stock Holding History

Carl Stuart Investment Advisor’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 		– Sell
-625
Closed -$1.56M – 60
2022
Q1 		$1.56M Buy
+625
New +$154K 0.11% 33

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carl Stuart Investment Advisor's IWB Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of iShares Russell 1000 ETF (IWB) in Q2 2022, closing a stake of 625 shares — an estimated $1.56M sold.

Carl Stuart Investment Advisor first reported a position in IWB in Q1 2022 and held it in 1 quarter. The position peaked at $1.56M in Q1 2022. 1,019 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining iShares Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 625 iShares Russell 1000 ETF shares in Q2 2022, an estimated $1.56M.
  • Carl Stuart Investment Advisor first reported a position in iShares Russell 1000 ETF in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's iShares Russell 1000 ETF position peaked at $1.56M in Q1 2022.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.