Columbus Macro’s iShares Russell 1000 ETF IWB Stock Holding History

Columbus Macro’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 Q4	–	Sell	-2,586	Closed	-$822K	–	213
2024 Q3	$822K	Hold	2,586	–	–	0.3%	110
2024 Q2	$784K	Hold	2,586	–	–	0.3%	109
2024 Q1	$745K	Hold	2,586	–	–	0.28%	116
2023 Q4	$679K	Hold	2,586	–	–	0.27%	120
2023 Q3	$610K	Hold	2,586	–	–	0.26%	114
2023 Q2	$647K	Hold	2,586	–	–	0.26%	108
2023 Q1	$585K	Hold	2,586	–	–	0.22%	109
2022 Q4	$544K	Hold	2,586	–	–	0.21%	116
2022 Q3	$510K	Hold	2,586	–	–	0.21%	118
2022 Q2	$537K	Hold	2,586	–	–	0.2%	114
2022 Q1	$647K	Hold	2,586	–	–	0.22%	115
2021 Q4	$684K	Hold	2,586	–	–	0.23%	111
2021 Q3	$625K	Hold	2,586	–	–	0.21%	113
2021 Q2	$626K	Hold	2,586	–	–	0.19%	114
2021 Q1	$579K	Hold	2,586	–	–	0.18%	120
2020 Q4	$548K	Hold	2,586	–	–	0.17%	107
2020 Q3	$484K	Hold	2,586	–	–	0.15%	105
2020 Q2	$444K	Hold	2,586	–	–	0.12%	100
2020 Q1	$366K	Hold	2,586	–	–	0.11%	126
2019 Q4	$461K	Hold	2,586	–	–	0.1%	135
2019 Q3	$426K	Hold	2,586	–	–	0.11%	113
2019 Q2	$421K	Hold	2,586	–	–	0.09%	119
2019 Q1	$407K	Sell	2,586 -2,205	-46%	-$333K	0.09%	117
2018 Q4	$664K	Buy	4,791 +2,205	+85%	+$330K	0.15%	79
2018 Q3	$420K	Hold	2,586	–	–	0.1%	112
2018 Q2	$393K	Hold	2,586	–	–	0.1%	112
2018 Q1	$380K	Hold	2,586	–	–	0.1%	102
2017 Q4	$384K	Buy	+2,586	New	+$374K	0.12%	92

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Columbus Macro's IWB Position: Q4 2024 in Review

Columbus Macro sold out of iShares Russell 1000 ETF (IWB) in Q4 2024, closing a stake of 2,586 shares — an estimated $822K sold.

Columbus Macro first reported a position in IWB in Q4 2017 and held it in 28 quarters. The position peaked at $822K in Q3 2024. 1,360 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

Columbus Macro reported no remaining iShares Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
Columbus Macro sold 2,586 iShares Russell 1000 ETF shares in Q4 2024, an estimated $822K.
Columbus Macro first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 28 quarters.
Columbus Macro's iShares Russell 1000 ETF position peaked at $822K in Q3 2024.
1,360 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Columbus Macro's 13F filing for Q4 2024, filed 24 Jan 2025.