CVA Family Office’s iShares Russell 1000 ETF IWB Stock Holding History

CVA Family Office’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 Q4	–	Sell	-47	Closed	-$9K	–	978
2022 Q3	$9K	Hold	47	–	–	﹤0.01%	642
2022 Q2	$10K	Hold	47	–	–	﹤0.01%	640
2022 Q1	$12K	Hold	47	–	–	﹤0.01%	648
2021 Q4	$12K	Buy	+47	New	+$12.1K	﹤0.01%	611
2021 Q3	–	Sell	-47	Closed	-$11K	–	606
2021 Q2	$11K	Buy	+47	New	+$11.1K	﹤0.01%	632

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

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

CVA Family Office's IWB Position: Q4 2022 in Review

CVA Family Office sold out of iShares Russell 1000 ETF (IWB) in Q4 2022, closing a stake of 47 shares — an estimated $9K sold.

CVA Family Office first reported a position in IWB in Q2 2021 and held it in 5 quarters. The position peaked at $12K in Q1 2022. 1,077 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

CVA Family Office reported no remaining iShares Russell 1000 ETF position as of Q4 2022 after selling out during the quarter.
CVA Family Office sold 47 iShares Russell 1000 ETF shares in Q4 2022, an estimated $9K.
CVA Family Office first reported a position in iShares Russell 1000 ETF in Q2 2021 and held it in 5 quarters.
CVA Family Office's iShares Russell 1000 ETF position peaked at $12K in Q1 2022.
1,077 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on CVA Family Office's 13F filing for Q4 2022, filed 22 Feb 2023.