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

Cassady Schiller 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
2024 Q4	$2.44M	Sell	7,574 -9	-0.1%	-$2.92K	0.9%	23
2024 Q3	$2.38M	Hold	7,583	–	–	0.87%	23
2024 Q2	$2.26M	Hold	7,583	–	–	0.92%	23
2024 Q1	$2.18M	Hold	7,583	–	–	0.98%	20
2023 Q4	$1.99M	Buy	7,583 +2,384	+46%	+$584K	1%	22
2023 Q3	$1.22M	Sell	5,199 -2,544	-33%	-$623K	0.68%	34
2023 Q2	$1.12M	Sell	7,743 -25	-0.3%	-$5.76K	0.61%	37
2023 Q1	$1.68M	Buy	7,768 +4,927	+173%	+$1.08M	0.79%	25
2022 Q4	$598K	Sell	2,841 -601	-17%	-$127K	0.37%	53
2022 Q3	$679K	Sell	3,442 -194	-5%	-$42.5K	0.39%	48
2022 Q2	$755K	Buy	3,636 +41	+1%	+$9.27K	0.4%	45
2022 Q1	$899K	Buy	3,595 +129	+4%	+$31.9K	0.43%	40
2021 Q4	$917K	Buy	+3,466	New	+$892K	0.55%	36

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's IWB Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.12% in Q4 2024, selling an estimated $2.92K and leaving 7,574 shares worth $2.44M. The position accounts for 0.9% of the portfolio, ranked #23.

Cassady Schiller Wealth Management first reported a position in IWB in Q4 2021 and has held it in 13 quarters since. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

Cassady Schiller Wealth Management held 7,574 shares of iShares Russell 1000 ETF worth $2.44M as of Q4 2024.
Cassady Schiller Wealth Management sold 9 iShares Russell 1000 ETF shares in Q4 2024, an estimated $2.92K.
iShares Russell 1000 ETF made up 0.9% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #23 holding.
Cassady Schiller Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 13 quarters since.
1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.