Financial Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Advisory 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
2023 Q1	–	Sell	-1,092	Closed	-$230K	–	90
2022 Q4	$230K	Buy	1,092 +10	+0.9%	+$2.12K	0.05%	81
2022 Q3	$214K	Hold	1,082	–	–	0.05%	85
2022 Q2	$225K	Buy	1,082 +3	+0.3%	+$678	0.05%	82
2022 Q1	$270K	Buy	1,079 +4	+0.4%	+$988	0.05%	78
2021 Q4	$284K	Buy	1,075 +6	+0.6%	+$1.54K	0.06%	79
2021 Q3	$258K	Hold	1,069	–	–	0.06%	75
2021 Q2	$259K	Buy	1,069 +6	+0.6%	+$1.41K	0.06%	78
2021 Q1	$238K	Sell	1,063 -304	-22%	-$66.6K	0.06%	74
2020 Q4	$290K	Buy	1,367 +5	+0.4%	+$998	0.08%	67
2020 Q3	$255K	Buy	+1,362	New	+$252K	0.08%	65

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Financial Advisory Group's IWB Position: Q1 2023 in Review

Financial Advisory Group sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 1,092 shares — an estimated $230K sold.

Financial Advisory Group first reported a position in IWB in Q3 2020 and held it in 10 quarters. The position peaked at $290K in Q4 2020. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Financial Advisory Group reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
Financial Advisory Group sold 1,092 iShares Russell 1000 ETF shares in Q1 2023, an estimated $230K.
Financial Advisory Group first reported a position in iShares Russell 1000 ETF in Q3 2020 and held it in 10 quarters.
Financial Advisory Group's iShares Russell 1000 ETF position peaked at $290K in Q4 2020.
1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Financial Advisory Group's 13F filing for Q1 2023, filed 11 May 2023.