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

Fairhaven 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
2024 Q4	$1.67M	Hold	5,182	–	–	0.52%	33
2024 Q3	$1.63M	Hold	5,182	–	–	0.5%	35
2024 Q2	$1.54M	Hold	5,182	–	–	0.51%	34
2024 Q1	$1.49M	Hold	5,182	–	–	0.51%	34
2023 Q4	$1.36M	Buy	5,182 +12	+0.2%	+$2.94K	0.5%	36
2023 Q3	$1.21M	Hold	5,170	–	–	0.48%	37
2023 Q2	$1.26M	Buy	+5,170	New	+$1.19M	0.48%	36
2022 Q4	$1.07M	Hold	5,082	–	–	0.45%	40
2022 Q3	$1M	Buy	5,082 +76	+2%	+$16.7K	0.45%	38
2022 Q2	$1.04M	Buy	5,006 +222	+5%	+$50.2K	0.49%	37
2022 Q1	$1.2M	Hold	4,784	–	–	0.49%	37
2021 Q4	$1.26M	Hold	4,784	–	–	0.49%	36
2021 Q3	$1.16M	Buy	4,784 +1,555	+48%	+$387K	0.48%	39
2021 Q2	$782K	Hold	3,229	–	–	0.31%	46
2021 Q1	$723K	Buy	3,229 +180	+6%	+$39.4K	0.3%	47
2020 Q4	$646K	Buy	3,049 +449	+17%	+$89.6K	0.28%	52
2020 Q3	$487K	Hold	2,600	–	–	0.29%	52
2020 Q2	$446K	Buy	+2,600	New	+$421K	0.29%	53

Other funds holding IWB

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fairhaven Wealth Management's IWB Position: Q4 2024 in Review

Fairhaven Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q4 2024 at 5,182 shares worth $1.67M. The position accounts for 0.52% of the portfolio, ranked #33.

Fairhaven Wealth Management first reported a position in IWB in Q2 2020 and has held it in 18 quarters since. 1,357 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

Fairhaven Wealth Management held 5,182 shares of iShares Russell 1000 ETF worth $1.67M as of Q4 2024.
Fairhaven Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q4 2024.
iShares Russell 1000 ETF made up 0.52% of Fairhaven Wealth Management's portfolio in Q4 2024, its #33 holding.
Fairhaven Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 18 quarters since.
1,357 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.