Financial Architects (New Jersey)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-815
| Closed | -$204K | – | 138 |
|
|
2022
Q1 | $204K | Hold |
815
| – | – | 0.03% | 323 |
|
|
2021
Q4 | $216K | Sell |
815
-400
| -33% | -$103K | 0.03% | 319 |
|
|
2021
Q3 | $294K | Hold |
1,215
| – | – | 0.04% | 266 |
|
|
2021
Q2 | $294K | Sell |
1,215
-46
| -4% | -$10.8K | 0.04% | 274 |
|
|
2021
Q1 | $282K | Hold |
1,261
| – | – | 0.04% | 265 |
|
|
2020
Q4 | $267K | Buy |
1,261
+150
| +14% | +$29.9K | 0.05% | 241 |
|
|
2020
Q3 | $208K | Hold |
1,111
| – | – | 0.05% | 261 |
|
|
2020
Q2 | $191K | Hold |
1,111
| – | – | 0.04% | 250 |
|
|
2020
Q1 | $157K | Hold |
1,111
| – | – | 0.04% | 249 |
|
|
2019
Q4 | $198K | Hold |
1,111
| – | – | 0.04% | 246 |
|
|
2019
Q3 | $183K | Hold |
1,111
| – | – | 0.04% | 238 |
|
|
2019
Q2 | $181K | Hold |
1,111
| – | – | 0.03% | 269 |
|
|
2019
Q1 | $175K | Hold |
1,111
| – | – | 0.03% | 324 |
|
|
2018
Q4 | $154K | Sell |
1,111
-492
| -31% | -$73.6K | 0.03% | 307 |
|
|
2018
Q3 | $259K | Buy |
1,603
+11
| +0.7% | +$1.75K | 0.04% | 264 |
|
|
2018
Q2 | $242K | Hold |
1,592
| – | – | 0.04% | 250 |
|
|
2018
Q1 | $234K | Hold |
1,592
| – | – | 0.05% | 280 |
|
|
2017
Q4 | $237K | Hold |
1,592
| – | – | 0.04% | 302 |
|
|
2017
Q3 | $223K | Hold |
1,592
| – | – | 0.04% | 301 |
|
|
2017
Q2 | $215K | Hold |
1,592
| – | – | 0.04% | 298 |
|
|
2017
Q1 | $209K | Buy |
1,592
+195
| +14% | +$25.3K | 0.04% | 281 |
|
|
2016
Q4 | $174K | Sell |
1,397
-34
| -2% | -$4.13K | 0.04% | 279 |
|
|
2016
Q3 | $172K | Hold |
1,431
| – | – | 0.05% | 284 |
|
|
2016
Q2 | $167K | Sell |
1,431
-33
| -2% | -$3.81K | 0.05% | 279 |
|
|
2016
Q1 | $167K | Buy |
+1,464
| New | +$158K | 0.06% | 209 |
|
|
2015
Q3 | – | Sell |
-1,442
| Closed | -$167K | – | 560 |
|
|
2015
Q2 | $167K | Hold |
1,442
| – | – | 0.06% | 217 |
|
|
2015
Q1 | $167K | Sell |
1,442
-100
| -6% | -$11.5K | 0.06% | 219 |
|
|
2014
Q4 | $177K | Sell |
1,542
-68
| -4% | -$7.62K | 0.08% | 182 |
|
|
2014
Q3 | $177K | Hold |
1,610
| – | – | 0.09% | 162 |
|
|
2014
Q2 | $177K | Buy |
+1,610
| New | +$171K | 0.09% | 158 |
|
|
2013
Q4 | – | Sell |
-1,243
| Closed | -$116K | – | 352 |
|
|
2013
Q3 | $116K | Buy |
1,243
+368
| +42% | +$34.4K | 0.07% | 164 |
|
|
2013
Q2 | $79K | Buy |
+875
| New | +$78.4K | 0.06% | 191 |
|
Other funds holding IWB
Financial Architects (New Jersey)'s IWB Position: Q2 2022 in Review
Financial Architects (New Jersey) sold out of iShares Russell 1000 ETF (IWB) in Q2 2022, closing a stake of 815 shares — an estimated $204K sold.
Financial Architects (New Jersey) first reported a position in IWB in Q2 2013 and held it in 32 quarters. The position peaked at $294K in Q3 2021. 1,021 funds tracked by Wall St. Rank hold IWB as of Q2 2022.
- Financial Architects (New Jersey) reported no remaining iShares Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
- Financial Architects (New Jersey) sold 815 iShares Russell 1000 ETF shares in Q2 2022, an estimated $204K.
- Financial Architects (New Jersey) first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 32 quarters.
- Financial Architects (New Jersey)'s iShares Russell 1000 ETF position peaked at $294K in Q3 2021.
- 1,021 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2022, filed 11 Aug 2022.