FourThought Financial’s iShares Russell 1000 ETF IWB Stock Holding History

FourThought Financial’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
2022 Q3	$35K	Hold	179	–	–	0.01%	715
2022 Q2	$37K	Hold	179	–	–	0.01%	699
2022 Q1	$45K	Hold	179	–	–	0.01%	692
2021 Q4	$47K	Sell	179 -62	-26%	-$16K	0.01%	681
2021 Q3	$58K	Hold	241	–	–	0.01%	646
2021 Q2	$58K	Sell	241 -36	-13%	-$8.48K	0.01%	661
2021 Q1	$62K	Hold	277	–	–	0.01%	631
2020 Q4	$58K	Buy	+277	New	+$55.3K	0.01%	630

Other funds holding IWB

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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 $424B AUM 22.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FourThought Financial's IWB Position: Q3 2022 in Review

FourThought Financial held its iShares Russell 1000 ETF (IWB) position steady in Q3 2022 at 179 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #715.

FourThought Financial first reported a position in IWB in Q4 2020 and has held it in 8 quarters since. The position peaked at $62K in Q1 2021. 1,001 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

FourThought Financial held 179 shares of iShares Russell 1000 ETF worth $35K as of Q3 2022.
FourThought Financial left its iShares Russell 1000 ETF share count unchanged in Q3 2022.
iShares Russell 1000 ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #715 holding.
FourThought Financial first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Russell 1000 ETF position peaked at $62K in Q1 2021.
1,001 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.