EWP
IWB icon

Engrave Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Engrave Wealth Partners’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
Q4 		$213K Buy
+814
New +$199K 0.06% 74
2023
Q3 		– Sell
-1,377
Closed -$336K – 73
2023
Q2 		$336K Hold
1,377
– – 0.11% 47
2023
Q1 		$307K Buy
+1,377
New +$303K 0.1% 51

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Engrave Wealth Partners's IWB Position: Q4 2023 in Review

Engrave Wealth Partners opened a new position in iShares Russell 1000 ETF (IWB) in Q4 2023: 814 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #74 among its holdings. This is a return to the name: Engrave Wealth Partners previously reported a position in IWB as recently as Q2 2023.

Engrave Wealth Partners first reported a position in IWB in Q1 2023 and has held it in 3 quarters since. The position peaked at $336K in Q2 2023. 1,214 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

  • Engrave Wealth Partners held 814 shares of iShares Russell 1000 ETF worth $213K as of Q4 2023.
  • iShares Russell 1000 ETF was a new Engrave Wealth Partners position in Q4 2023.
  • iShares Russell 1000 ETF made up 0.06% of Engrave Wealth Partners's portfolio in Q4 2023, its #74 holding.
  • Engrave Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 3 quarters since.
  • Engrave Wealth Partners's iShares Russell 1000 ETF position peaked at $336K in Q2 2023.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.