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Crescent Capital Consulting’s iShares Russell 1000 ETF IWB Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$489K Buy
1,848
+5
+0.3% +$1.29K 0.08% 122
2021
Q3 		$446K Hold
1,843
– – 0.08% 122
2021
Q2 		$446K Sell
1,843
-10,471
-85% -$2.47M 0.08% 113
2021
Q1 		$2.75M Sell
12,314
-899
-7% -$197K 0.6% 47
2020
Q4 		$2.8M Buy
+13,213
New +$2.64M 0.72% 35

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crescent Capital Consulting's IWB Position: Q4 2021 in Review

Crescent Capital Consulting increased its iShares Russell 1000 ETF (IWB) stake by 0.27% in Q4 2021, buying an estimated $1.29K and bringing the position to 1,848 shares worth $489K. The position accounts for 0.08% of the portfolio, ranked #122.

Crescent Capital Consulting first reported a position in IWB in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.8M in Q4 2020. 1,058 funds tracked by Wall St. Rank hold IWB as of Q4 2021.

  • Crescent Capital Consulting held 1,848 shares of iShares Russell 1000 ETF worth $489K as of Q4 2021.
  • Crescent Capital Consulting bought 5 iShares Russell 1000 ETF shares in Q4 2021, an estimated $1.29K.
  • iShares Russell 1000 ETF made up 0.08% of Crescent Capital Consulting's portfolio in Q4 2021, its #122 holding.
  • Crescent Capital Consulting first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 5 quarters since.
  • Crescent Capital Consulting's iShares Russell 1000 ETF position peaked at $2.8M in Q4 2020.
  • 1,058 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.