First Trust Direct Indexing’s iShares Russell 1000 ETF IWB Stock Holding History

First Trust Direct Indexing’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	-910	Closed	-$286K	–	459
2024 Q3	$286K	Buy	910 +9	+1%	+$2.73K	0.02%	763
2024 Q2	$268K	Sell	901 -826	-48%	-$237K	0.02%	703
2024 Q1	$497K	Buy	1,727 +788	+84%	+$216K	0.04%	469
2023 Q4	$246K	Buy	939 +7	+0.8%	+$1.71K	0.02%	637
2023 Q3	$219K	Sell	932 -2	-0.2%	-$490	0.03%	617
2023 Q2	$228K	Hold	934	–	–	0.03%	627
2023 Q1	$210K	Sell	934 -1,399	-60%	-$308K	0.03%	640
2022 Q4	$491K	Buy	+2,333	New	+$494K	0.07%	386

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

First Trust Direct Indexing's IWB Position: Q4 2024 in Review

First Trust Direct Indexing sold out of iShares Russell 1000 ETF (IWB) in Q4 2024, closing a stake of 910 shares — an estimated $286K sold.

First Trust Direct Indexing first reported a position in IWB in Q4 2022 and held it in 8 quarters. The position peaked at $497K in Q1 2024. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

First Trust Direct Indexing reported no remaining iShares Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 910 iShares Russell 1000 ETF shares in Q4 2024, an estimated $286K.
First Trust Direct Indexing first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 8 quarters.
First Trust Direct Indexing's iShares Russell 1000 ETF position peaked at $497K in Q1 2024.
1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.