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CIC Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

CIC Wealth’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
Q3 		$278K Hold
885
– – 0.07% 136
2024
Q2 		$263K Hold
885
– – 0.07% 138
2024
Q1 		$255K Hold
885
– – 0.07% 138
2023
Q4 		$232K Sell
885
-25
-3% -$6.12K 0.07% 141
2023
Q3 		$214K Hold
910
– – 0.08% 141
2023
Q2 		$222K Hold
910
– – 0.08% 145
2023
Q1 		$205K Buy
+910
New +$200K 0.08% 151

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $1.55T AUM 33.47% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIC Wealth's IWB Position: Q3 2024 in Review

CIC Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q3 2024 at 885 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #136.

CIC Wealth first reported a position in IWB in Q1 2023 and has held it in 7 quarters since. 1,270 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

  • CIC Wealth held 885 shares of iShares Russell 1000 ETF worth $278K as of Q3 2024.
  • CIC Wealth left its iShares Russell 1000 ETF share count unchanged in Q3 2024.
  • iShares Russell 1000 ETF made up 0.07% of CIC Wealth's portfolio in Q3 2024, its #136 holding.
  • CIC Wealth first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 7 quarters since.
  • 1,270 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.