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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2021
Q4 		– Sell
-1,964
Closed -$475K – 227
2021
Q3 		$475K Hold
1,964
– – 0.02% 234
2021
Q2 		$475K Buy
+1,964
New +$463K 0.02% 235

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IWB Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2021, closing a stake of 1,964 shares — an estimated $475K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IWB in Q2 2021 and held it in 2 quarters. The position peaked at $475K in Q3 2021. 1,058 funds tracked by Wall St. Rank hold IWB as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,964 iShares Russell 1000 ETF shares in Q4 2021, an estimated $475K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Russell 1000 ETF position peaked at $475K in Q3 2021.
  • 1,058 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.