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Domani Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Domani Wealth’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
Q1 		$13.8M Sell
61,341
-107
-0.2% -$23.5K 3.21% 10
2022
Q4 		$12.9M Buy
61,448
+5,840
+11% +$1.24M 3.24% 10
2022
Q3 		$11M Sell
55,608
-859
-2% -$188K 3.22% 8
2022
Q2 		$11.7M Sell
56,467
-2,296
-4% -$519K 3.21% 9
2022
Q1 		$14.7M Buy
58,763
+5,941
+11% +$1.47M 3.18% 9
2021
Q4 		$14M Sell
52,822
-691
-1% -$178K 2.74% 10
2021
Q3 		$12.9M Sell
53,513
-1,712
-3% -$426K 2.71% 11
2021
Q2 		$13.4M Buy
55,225
+381
+0.7% +$89.8K 2.7% 11
2021
Q1 		$12.3M Sell
54,844
-782
-1% -$171K 2.37% 13
2020
Q4 		$11.8M Sell
55,626
-280
-0.5% -$55.9K 2.39% 12
2020
Q3 		$10.5M Sell
55,906
-641
-1% -$118K 2.3% 12
2020
Q2 		$9.71M Buy
56,547
+8,915
+19% +$1.44M 2.27% 13
2020
Q1 		$6.74M Buy
47,632
+43,638
+1,093% +$7.38M 1.8% 13
2019
Q4 		$713K Sell
3,994
-439
-10% -$74.9K 0.24% 50
2019
Q3 		$729K Sell
4,433
-8
-0.2% -$1.31K 0.26% 44
2019
Q2 		$723K Sell
4,441
-176
-4% -$28.2K 0.27% 44
2019
Q1 		$726K Sell
4,617
-259
-5% -$39.2K 0.29% 41
2018
Q4 		$676K Sell
4,876
-159
-3% -$23.8K 0.31% 41
2018
Q3 		$814K Sell
5,035
-224
-4% -$35.6K 0.35% 37
2018
Q2 		$799K Sell
5,259
-242
-4% -$36.5K 0.37% 37
2018
Q1 		$808K Sell
5,501
-513
-9% -$77.9K 0.35% 37
2017
Q4 		$894K Sell
6,014
-663
-10% -$96K 0.39% 38
2017
Q3 		$934K Sell
6,677
-316
-5% -$43.4K 0.4% 37
2017
Q2 		$946K Buy
6,993
+112
+2% +$15K 0.39% 38
2017
Q1 		$903K Sell
6,881
-555
-7% -$71.9K 0.37% 41
2016
Q4 		$925K Buy
7,436
+765
+11% +$93K 0.37% 47
2016
Q3 		$804K Buy
6,671
+1,269
+23% +$153K 0.31% 51
2016
Q2 		$631K Buy
5,402
+3,123
+137% +$360K 0.24% 60
2016
Q1 		$260K Buy
+2,279
New +$246K 0.1% 103

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Domani Wealth's IWB Position: Q1 2023 in Review

Domani Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q1 2023, selling an estimated $23.5K and leaving 61,341 shares worth $13.8M. The position accounts for 3.21% of the portfolio, ranked #10.

Domani Wealth first reported a position in IWB in Q1 2016 and has held it in 29 quarters since. The position peaked at $14.7M in Q1 2022. 1,061 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

  • Domani Wealth held 61,341 shares of iShares Russell 1000 ETF worth $13.8M as of Q1 2023.
  • Domani Wealth sold 107 iShares Russell 1000 ETF shares in Q1 2023, an estimated $23.5K.
  • iShares Russell 1000 ETF made up 3.21% of Domani Wealth's portfolio in Q1 2023, its #10 holding.
  • Domani Wealth first reported a position in iShares Russell 1000 ETF in Q1 2016 and has held it in 29 quarters since.
  • Domani Wealth's iShares Russell 1000 ETF position peaked at $14.7M in Q1 2022.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.