EW
IWB icon

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

Emerson 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
2022
Q2 		$71.7M Sell
406,027
-3,104
-0.8% -$702K 46.92% 1
2022
Q1 		$87.1M Sell
409,131
-14,642
-3% -$3.62M 48.2% 1
2021
Q4 		$95.6M Buy
423,773
+286
+0.1% +$73.6K 49.8% 1
2021
Q3 		$86.5M Sell
423,487
-1,845
-0.4% -$459K 48.25% 1
2021
Q2 		$86.7M Buy
425,332
+8,076
+2% +$1.9M 47.76% 1
2021
Q1 		$78.4M Sell
417,256
-157
-0% -$34.4K 46.58% 1
2020
Q4 		$74M Sell
417,413
-14,540
-3% -$2.9M 43.75% 1
2020
Q3 		$67M Sell
431,953
-6,578
-2% -$1.21M 45.16% 1
2020
Q2 		$61.9M Buy
438,531
+33,468
+8% +$5.41M 43.77% 1
2020
Q1 		$46.4M Sell
405,063
-46,562
-10% -$7.87M 41.17% 1
2019
Q4 		$66.7M Buy
451,625
+4,193
+0.9% +$716K 44.94% 1
2019
Q3 		$60.9M Buy
447,432
+5,822
+1% +$955K 44.91% 1
2019
Q2 		$59.5M Buy
441,610
+102,312
+30% +$16.4M 43.83% 1
2019
Q1 		$53.4M Buy
339,298
+43,626
+15% +$6.6M 40.75% 1
2018
Q4 		$41M Buy
+295,672
New +$44.2M 39.55% 1

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Emerson Wealth's IWB Position: Q2 2022 in Review

Emerson Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 0.76% in Q2 2022, selling an estimated $702K and leaving 406,027 shares worth $71.7M. The position accounts for 46.92% of the portfolio, ranked #1.

Emerson Wealth first reported a position in IWB in Q4 2018 and has held it in 15 quarters since. The position peaked at $95.6M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

  • Emerson Wealth held 406,027 shares of iShares Russell 1000 ETF worth $71.7M as of Q2 2022.
  • Emerson Wealth sold 3,104 iShares Russell 1000 ETF shares in Q2 2022, an estimated $702K.
  • iShares Russell 1000 ETF made up 46.92% of Emerson Wealth's portfolio in Q2 2022, its #1 holding.
  • Emerson Wealth first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 15 quarters since.
  • Emerson Wealth's iShares Russell 1000 ETF position peaked at $95.6M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.