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Focused Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Focused Wealth 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
Q1 		– Sell
-136
Closed -$35.7K – 571
2023
Q4 		$35.7K Buy
136
+1
+0.7% +$245 0.01% 356
2023
Q3 		$31.7K Hold
135
– – 0.01% 353
2023
Q2 		$32.9K Buy
+135
New +$31.1K 0.01% 357
2016
Q3 		– Sell
-154
Closed -$18K – 681
2016
Q2 		$18K Buy
+154
New +$17.8K 0.01% 365

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focused Wealth Management's IWB Position: Q1 2024 in Review

Focused Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2024, closing a stake of 136 shares — an estimated $35.7K sold.

Focused Wealth Management first reported a position in IWB in Q2 2016 and held it in 4 quarters. The position peaked at $35.7K in Q4 2023. 1,226 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

  • Focused Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 136 iShares Russell 1000 ETF shares in Q1 2024, an estimated $35.7K.
  • Focused Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2016 and held it in 4 quarters.
  • Focused Wealth Management's iShares Russell 1000 ETF position peaked at $35.7K in Q4 2023.
  • 1,226 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.