Clear Perspectives Financial Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Clear Perspectives Financial Planning’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	$3.01M	Sell	13,376 -285	-2%	-$62.7K	1.69%	16
2022 Q4	$2.88M	Sell	13,661 -229	-2%	-$48.5K	1.53%	18
2022 Q3	$2.74M	Sell	13,890 -214	-2%	-$46.9K	1.34%	18
2022 Q2	$2.93M	Sell	14,104 -66	-0.5%	-$14.9K	1.14%	17
2022 Q1	$3.54M	Sell	14,170 -102	-0.7%	-$25.2K	1.34%	20
2021 Q4	$3.77M	Sell	14,272 -192	-1%	-$49.4K	1.53%	17
2021 Q3	$3.5M	Sell	14,464 -44	-0.3%	-$10.9K	1.58%	18
2021 Q2	$3.51M	Sell	14,508 -139	-0.9%	-$32.8K	1.7%	16
2021 Q1	$3.28M	Hold	14,647	–	–	1.9%	13
2020 Q4	$3.1M	Buy	+14,647	New	+$2.92M	1.97%	16

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

Clear Perspectives Financial Planning's IWB Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares Russell 1000 ETF (IWB) stake by 2.1% in Q1 2023, selling an estimated $62.7K and leaving 13,376 shares worth $3.01M. The position accounts for 1.69% of the portfolio, ranked #16.

Clear Perspectives Financial Planning first reported a position in IWB in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.77M in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Clear Perspectives Financial Planning held 13,376 shares of iShares Russell 1000 ETF worth $3.01M as of Q1 2023.
Clear Perspectives Financial Planning sold 285 iShares Russell 1000 ETF shares in Q1 2023, an estimated $62.7K.
iShares Russell 1000 ETF made up 1.69% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #16 holding.
Clear Perspectives Financial Planning first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares Russell 1000 ETF position peaked at $3.77M in Q4 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.