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Edge Capital Group’s iShares Russell 1000 ETF IWB Stock Holding History

Edge Capital 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
2024
Q4 		$6.49M Buy
20,140
+1,581
+9% +$512K 0.29% 69
2024
Q3 		$5.83M Buy
18,559
+1,086
+6% +$329K 0.26% 78
2024
Q2 		$5.2M Sell
17,473
-420
-2% -$121K 0.25% 81
2024
Q1 		$5.15M Buy
17,893
+2,307
+15% +$632K 0.26% 78
2023
Q4 		$4.09M Buy
15,586
+3,272
+27% +$801K 0.23% 90
2023
Q3 		$2.89M Buy
12,314
+1
+0% +$245 0.19% 98
2023
Q2 		$3M Buy
12,313
+1
+0% +$230 0.17% 111
2023
Q1 		$2.77M Sell
12,312
-37
-0.3% -$8.14K 0.17% 108
2022
Q4 		$2.6M Buy
12,349
+8,242
+201% +$1.74M 0.18% 94
2022
Q3 		$810K Buy
4,107
+2
+0% +$439 0.07% 149
2022
Q2 		$853K Sell
4,105
-676
-14% -$153K 0.07% 150
2022
Q1 		$1.2M Buy
4,781
+667
+16% +$165K 0.08% 137
2021
Q4 		$1.09M Sell
4,114
-4
-0.1% -$1.03K 0.08% 144
2021
Q3 		$995K Sell
4,118
-89
-2% -$22.1K 0.08% 142
2021
Q2 		$1.02M Buy
4,207
+1
+0% +$236 0.08% 142
2021
Q1 		$941K Buy
4,206
+1
+0% +$219 0.08% 139
2020
Q4 		$891K Sell
4,205
-83
-2% -$16.6K 0.08% 139
2020
Q3 		$803K Buy
4,288
+226
+6% +$41.7K 0.08% 127
2020
Q2 		$697K Sell
4,062
-109
-3% -$17.6K 0.07% 132
2020
Q1 		$590K Buy
4,171
+2
+0% +$338 0.07% 137
2019
Q4 		$744K Sell
4,169
-971
-19% -$166K 0.07% 145
2019
Q3 		$846K Buy
5,140
+5
+0.1% +$821 0.09% 131
2019
Q2 		$836K Sell
5,135
-62
-1% -$9.93K 0.08% 140
2019
Q1 		$818K Hold
5,197
– – 0.08% 136
2018
Q4 		$721K Buy
+5,197
New +$777K 0.08% 133

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Capital Group's IWB Position: Q4 2024 in Review

Edge Capital Group increased its iShares Russell 1000 ETF (IWB) stake by 8.5% in Q4 2024, buying an estimated $512K and bringing the position to 20,140 shares worth $6.49M. The position accounts for 0.29% of the portfolio, ranked #69.

Edge Capital Group first reported a position in IWB in Q4 2018 and has held it in 25 quarters since. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • Edge Capital Group held 20,140 shares of iShares Russell 1000 ETF worth $6.49M as of Q4 2024.
  • Edge Capital Group bought 1,581 iShares Russell 1000 ETF shares in Q4 2024, an estimated $512K.
  • iShares Russell 1000 ETF made up 0.29% of Edge Capital Group's portfolio in Q4 2024, its #69 holding.
  • Edge Capital Group first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 25 quarters since.
  • 1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.