Concord Investment Counsel’s iShares Russell 1000 ETF IWB Stock Holding History

Concord Investment Counsel’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 Q1	$1.84M	Buy	+6,394	New	+$1.75M	0.66%	28

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Concord Investment Counsel's IWB Position: Q1 2024 in Review

Concord Investment Counsel opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2024: 6,394 shares worth $1.84M. The stake represents 0.66% of the portfolio and ranks #28 among its holdings.

1,222 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

Concord Investment Counsel held 6,394 shares of iShares Russell 1000 ETF worth $1.84M as of Q1 2024.
iShares Russell 1000 ETF was a new Concord Investment Counsel position in Q1 2024.
iShares Russell 1000 ETF made up 0.66% of Concord Investment Counsel's portfolio in Q1 2024, its #28 holding.
1,222 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Concord Investment Counsel's 13F filing for Q1 2024, filed 6 May 2024.