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Concord Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Concord Wealth Partners’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
2022
Q1 		– Sell
-25
Closed -$7K – 1335
2021
Q4 		$7K Buy
+25
New +$6.43K ﹤0.01% 873

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concord Wealth Partners's IWB Position: Q1 2022 in Review

Concord Wealth Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2022, closing a stake of 25 shares — an estimated $7K sold.

Concord Wealth Partners first reported a position in IWB in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 1,046 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

  • Concord Wealth Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 25 iShares Russell 1000 ETF shares in Q1 2022, an estimated $7K.
  • Concord Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 1 quarter.
  • Concord Wealth Partners's iShares Russell 1000 ETF position peaked at $7K in Q4 2021.
  • 1,046 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.