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CFO4Life’s iShares Russell 1000 ETF IWB Stock Holding History

CFO4Life’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 		$6.13M Buy
+29,128
New +$6.17M 1.3% 19

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 $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFO4Life's IWB Position: Q4 2022 in Review

CFO4Life opened a new position in iShares Russell 1000 ETF (IWB) in Q4 2022: 29,128 shares worth $6.13M. The stake represents 1.3% of the portfolio and ranks #19 among its holdings.

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

  • CFO4Life held 29,128 shares of iShares Russell 1000 ETF worth $6.13M as of Q4 2022.
  • iShares Russell 1000 ETF was a new CFO4Life position in Q4 2022.
  • iShares Russell 1000 ETF made up 1.3% of CFO4Life's portfolio in Q4 2022, its #19 holding.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.