Clearview Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Clearview 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
2023 Q3	–	Sell	-132	Closed	-$32.3K	–	371
2023 Q2	$32.3K	Hold	132	–	–	0.03%	222
2023 Q1	$29.7K	Buy	132 +1	+0.8%	+$220	0.03%	232
2022 Q4	$27.7K	Buy	131 +1	+0.8%	+$212	0.02%	208
2022 Q3	$26K	Sell	130 -134	-51%	-$29.4K	0.02%	225
2022 Q2	$55K	Buy	264 +1	+0.4%	+$226	0.04%	173
2022 Q1	$66K	Buy	263 +1	+0.4%	+$247	0.04%	175
2021 Q4	$69K	Hold	262	–	–	0.04%	203
2021 Q3	$63K	Buy	262 +1	+0.4%	+$249	0.04%	216
2021 Q2	$63K	Buy	261 +1	+0.4%	+$236	0.04%	221
2021 Q1	$58K	Buy	260 +1	+0.4%	+$219	0.04%	215
2020 Q4	$55K	Buy	+259	New	+$51.7K	0.04%	190

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clearview Wealth Advisors's IWB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2023, closing a stake of 132 shares — an estimated $32.3K sold.

Clearview Wealth Advisors first reported a position in IWB in Q4 2020 and held it in 11 quarters. The position peaked at $69K in Q4 2021. 1,091 funds tracked by Wall St. Rank hold IWB as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 132 iShares Russell 1000 ETF shares in Q3 2023, an estimated $32.3K.
Clearview Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares Russell 1000 ETF position peaked at $69K in Q4 2021.
1,091 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.