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Financial Advocates Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Financial Advocates Investment 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 		– Sell
-91,935
Closed -$4.72M – 787
2024
Q3 		$4.72M Buy
+91,935
New +$27.8M 0.27% 88
2024
Q2 		– Sell
-8,416
Closed -$738K – 786
2024
Q1 		$738K Sell
8,416
-42,291
-83% -$11.6M 0.04% 371
2023
Q4 		$1.64M Buy
+50,707
New +$12.4M 0.11% 201
2023
Q1 		– Sell
-1,466
Closed -$309K – 785
2022
Q4 		$309K Buy
+1,466
New +$310K 0.02% 558
2020
Q1 		– Sell
-1,362
Closed -$243K – 514
2019
Q4 		$243K Sell
1,362
-360
-21% -$61.4K 0.03% 446
2019
Q3 		$283K Sell
1,722
-4,105
-70% -$674K 0.03% 390
2019
Q2 		$949K Sell
5,827
-563
-9% -$90.1K 0.11% 191
2019
Q1 		$1M Buy
+6,390
New +$966K 0.13% 181
2018
Q4 		– Sell
-2,355
Closed -$381K – 470
2018
Q3 		$381K Sell
2,355
-145
-6% -$23K 0.04% 329
2018
Q2 		$381K Sell
2,500
-129
-5% -$19.4K 0.05% 320
2018
Q1 		$386K Buy
2,629
+479
+22% +$72.8K 0.05% 307
2017
Q4 		$320K Buy
+2,150
New +$311K 0.04% 344

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's IWB Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2024, closing a stake of 91,935 shares — an estimated $4.72M sold.

Financial Advocates Investment Management first reported a position in IWB in Q4 2017 and held it in 12 quarters. The position peaked at $4.72M in Q3 2024. 1,357 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining iShares Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 91,935 iShares Russell 1000 ETF shares in Q4 2024, an estimated $4.72M.
  • Financial Advocates Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 12 quarters.
  • Financial Advocates Investment Management's iShares Russell 1000 ETF position peaked at $4.72M in Q3 2024.
  • 1,357 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.