Cornerstone Retirement Group’s iShares Russell 1000 ETF IWB Stock Holding History

Cornerstone Retirement Group’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	$1.01M	Buy	+4,290	New	+$1.05M	0.29%	9

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

Cornerstone Retirement Group's IWB Position: Q3 2023 in Review

Cornerstone Retirement Group opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2023: 4,290 shares worth $1.01M. The stake represents 0.29% of the portfolio and ranks #9 among its holdings.

1,091 funds tracked by Wall St. Rank hold IWB as of Q3 2023.

Cornerstone Retirement Group held 4,290 shares of iShares Russell 1000 ETF worth $1.01M as of Q3 2023.
iShares Russell 1000 ETF was a new Cornerstone Retirement Group position in Q3 2023.
iShares Russell 1000 ETF made up 0.29% of Cornerstone Retirement Group's portfolio in Q3 2023, its #9 holding.
1,091 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.