CFO4Life Group’s iShares Russell 1000 ETF IWB Stock Holding History

CFO4Life Group’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	–	Sell	-29,128	Closed	-$6.13M	–	180
2022 Q4	$6.13M	Buy	+29,128	New	+$6.17M	1.3%	19

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

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

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

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

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

CFO4Life Group's IWB Position: Q1 2023 in Review

CFO4Life Group sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 29,128 shares — an estimated $6.13M sold.

CFO4Life Group first reported a position in IWB in Q4 2022 and held it in 1 quarter. The position peaked at $6.13M in Q4 2022. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

CFO4Life Group reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
CFO4Life Group sold 29,128 iShares Russell 1000 ETF shares in Q1 2023, an estimated $6.13M.
CFO4Life Group first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 1 quarter.
CFO4Life Group's iShares Russell 1000 ETF position peaked at $6.13M in Q4 2022.
1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on CFO4Life Group's 13F filing for Q1 2023, filed 3 May 2023.