Endurance Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Endurance Wealth 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
2023 Q2	$244K	Hold	1,000	–	–	0.03%	176
2023 Q1	$225K	Hold	1,000	–	–	0.03%	182
2022 Q4	$211K	Hold	1,000	–	–	0.03%	178
2022 Q3	$197K	Buy	1,000 +400	+67%	+$87.7K	0.03%	185
2022 Q2	$125K	Hold	600	–	–	0.02%	232
2022 Q1	$150K	Buy	600 +120	+25%	+$29.6K	0.02%	230
2021 Q4	$127K	Buy	480 +160	+50%	+$41.2K	0.01%	259
2021 Q3	$77K	Buy	320 +240	+300%	+$59.7K	0.01%	308
2021 Q2	$19K	Hold	80	–	–	﹤0.01%	456
2021 Q1	$18K	Hold	80	–	–	﹤0.01%	463
2020 Q4	$17K	Hold	80	–	–	﹤0.01%	438
2020 Q3	$15K	Hold	80	–	–	﹤0.01%	430
2020 Q2	$14K	Hold	80	–	–	﹤0.01%	437
2020 Q1	$11K	Hold	80	–	–	﹤0.01%	420
2019 Q4	$14K	Hold	80	–	–	﹤0.01%	390
2019 Q3	$13K	Hold	80	–	–	﹤0.01%	396
2019 Q2	$13K	Hold	80	–	–	﹤0.01%	372
2019 Q1	$13K	Hold	80	–	–	﹤0.01%	363
2018 Q4	$11K	Hold	80	–	–	﹤0.01%	363
2018 Q3	$13K	Hold	80	–	–	﹤0.01%	383
2018 Q2	$12K	Hold	80	–	–	﹤0.01%	389
2018 Q1	$12K	Hold	80	–	–	﹤0.01%	412
2017 Q4	$12K	Hold	80	–	–	﹤0.01%	396
2017 Q3	$11K	Hold	80	–	–	﹤0.01%	397
2017 Q2	$11K	Sell	80 -370	-82%	-$49.4K	﹤0.01%	403
2017 Q1	$59K	Hold	450	–	–	0.01%	258
2016 Q4	$56K	Hold	450	–	–	0.01%	257
2016 Q3	$54K	Hold	450	–	–	0.01%	259
2016 Q2	$53K	Hold	450	–	–	0.01%	254
2016 Q1	$51K	Hold	450	–	–	0.01%	256
2015 Q4	$51K	Hold	450	–	–	0.01%	259
2015 Q3	$51K	Hold	450	–	–	0.01%	264
2015 Q2	$52K	Buy	+450	New	+$53.1K	0.01%	264

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Endurance Wealth Management's IWB Position: Q2 2023 in Review

Endurance Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2023 at 1,000 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #176.

Endurance Wealth Management first reported a position in IWB in Q2 2015 and has held it in 33 quarters since. 1,103 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

Endurance Wealth Management held 1,000 shares of iShares Russell 1000 ETF worth $244K as of Q2 2023.
Endurance Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2023.
iShares Russell 1000 ETF made up 0.03% of Endurance Wealth Management's portfolio in Q2 2023, its #176 holding.
Endurance Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 33 quarters since.
1,103 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.