Eaton Vance Management’s iShares Russell 1000 ETF IWB Stock Holding History

Eaton Vance Management’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 Q3	$1.02M	Hold	5,160	–	–	﹤0.01%	1222
2022 Q2	$1.07M	Sell	5,160 -666	-11%	-$151K	﹤0.01%	1242
2022 Q1	$1.46M	Sell	5,826 -300	-5%	-$74.1K	﹤0.01%	1276
2021 Q4	$1.62M	Buy	6,126 +6	+0.1%	+$1.54K	﹤0.01%	1072
2021 Q3	$1.32M	Sell	6,120 -125	-2%	-$31.1K	﹤0.01%	1020
2021 Q2	$1.51M	Hold	6,245	–	–	﹤0.01%	1071
2021 Q1	$1.4M	Sell	6,245 -300	-5%	-$65.7K	﹤0.01%	1050
2020 Q4	$1.39M	Buy	6,545 +641	+11%	+$128K	﹤0.01%	1000
2020 Q3	$1.1M	Sell	5,904 -169	-3%	-$31.2K	﹤0.01%	965
2020 Q2	$1.04M	Hold	6,073	–	–	﹤0.01%	954
2020 Q1	$860K	Buy	6,073 +35	+0.6%	+$5.92K	﹤0.01%	948
2019 Q4	$1.08M	Sell	6,038 -175	-3%	-$29.9K	﹤0.01%	969
2019 Q3	$1.02M	Sell	6,213 -16	-0.3%	-$2.63K	﹤0.01%	958
2019 Q2	$1.01M	Sell	6,229 -233	-4%	-$37.3K	﹤0.01%	954
2019 Q1	$1.02M	Buy	6,462 +223	+4%	+$33.7K	﹤0.01%	911
2018 Q4	$865K	Buy	6,239 +10	+0.2%	+$1.5K	﹤0.01%	897
2018 Q3	$1.01M	Buy	6,229 +1,603	+35%	+$254K	﹤0.01%	908
2018 Q2	$703K	Sell	4,626 -5,076	-52%	-$765K	﹤0.01%	952
2018 Q1	$1.42M	Buy	9,702 +6,271	+183%	+$953K	﹤0.01%	917
2017 Q4	$510K	Sell	3,431 -100	-3%	-$14.5K	﹤0.01%	961
2017 Q3	$494K	Sell	3,531 -150	-4%	-$20.6K	﹤0.01%	950
2017 Q2	$498K	Sell	3,681 -1,150	-24%	-$154K	﹤0.01%	938
2017 Q1	$634K	Sell	4,831 -725	-13%	-$93.9K	﹤0.01%	858
2016 Q4	$692K	Buy	5,556 +237	+4%	+$28.8K	﹤0.01%	810
2016 Q3	$641K	Sell	5,319 -328	-6%	-$39.4K	﹤0.01%	801
2016 Q2	$660K	Hold	5,647	–	–	﹤0.01%	768
2016 Q1	$644K	Sell	5,647 -250	-4%	-$27K	﹤0.01%	757
2015 Q4	$668K	Hold	5,897	–	–	﹤0.01%	757
2015 Q3	$631K	Hold	5,897	–	–	﹤0.01%	751
2015 Q2	$684K	Buy	5,897 +27	+0.5%	+$3.18K	﹤0.01%	699
2015 Q1	$680K	Hold	5,870	–	–	﹤0.01%	749
2014 Q4	$673K	Hold	5,870	–	–	﹤0.01%	728
2014 Q3	$645K	Buy	+5,870	New	+$649K	﹤0.01%	712

Other funds holding IWB

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eaton Vance Management's IWB Position: Q3 2022 in Review

Eaton Vance Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2022 at 5,160 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Eaton Vance Management first reported a position in IWB in Q3 2014 and has held it in 33 quarters since. The position peaked at $1.62M in Q4 2021. 1,000 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

Eaton Vance Management held 5,160 shares of iShares Russell 1000 ETF worth $1.02M as of Q3 2022.
Eaton Vance Management left its iShares Russell 1000 ETF share count unchanged in Q3 2022.
iShares Russell 1000 ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1222 holding.
Eaton Vance Management first reported a position in iShares Russell 1000 ETF in Q3 2014 and has held it in 33 quarters since.
Eaton Vance Management's iShares Russell 1000 ETF position peaked at $1.62M in Q4 2021.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.