First Heartland Consultants’s iShares Russell 1000 ETF IWB Stock Holding History

First Heartland Consultants’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 Q3	–	Sell	-5,671	Closed	-$1.69M	–	470
2024 Q2	$1.69M	Sell	5,671 -19	-0.3%	-$5.46K	0.12%	123
2024 Q1	$1.64M	Buy	+5,690	New	+$1.56M	0.17%	129
2018 Q2	–	Sell	-1,674	Closed	-$246K	–	249
2018 Q1	$246K	Sell	1,674 -32	-2%	-$4.86K	0.07%	234
2017 Q4	$254K	Sell	1,706 -83	-5%	-$12K	0.08%	231
2017 Q3	$250K	Hold	1,789	–	–	0.06%	293
2017 Q2	$242K	Hold	1,789	–	–	0.06%	298
2017 Q1	$235K	Hold	1,789	–	–	0.07%	297
2016 Q4	$223K	Buy	1,789 +53	+3%	+$6.45K	0.07%	291
2016 Q3	$209K	Sell	1,736 -30	-2%	-$3.61K	0.06%	296
2016 Q2	$206K	Sell	1,766 -19	-1%	-$2.19K	0.02%	279
2016 Q1	$204K	Hold	1,785	–	–	0.08%	251
2015 Q4	$202K	Buy	+1,785	New	+$204K	0.08%	251
2013 Q3	–	Sell	-610	Closed	-$55K	–	295
2013 Q2	$55K	Buy	+610	New	+$54.6K	0.03%	262

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Heartland Consultants's IWB Position: Q3 2024 in Review

First Heartland Consultants sold out of iShares Russell 1000 ETF (IWB) in Q3 2024, closing a stake of 5,671 shares — an estimated $1.69M sold.

First Heartland Consultants first reported a position in IWB in Q2 2013 and held it in 13 quarters. The position peaked at $1.69M in Q2 2024. 1,271 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

First Heartland Consultants reported no remaining iShares Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
First Heartland Consultants sold 5,671 iShares Russell 1000 ETF shares in Q3 2024, an estimated $1.69M.
First Heartland Consultants first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 13 quarters.
First Heartland Consultants's iShares Russell 1000 ETF position peaked at $1.69M in Q2 2024.
1,271 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on First Heartland Consultants's 13F filing for Q3 2024, filed 5 Nov 2024.