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

Frontier 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
2022 Q2	$1.88M	Sell	9,026 -797	-8%	-$180K	0.14%	127
2022 Q1	$2.38M	Sell	9,823 -456	-4%	-$113K	0.03%	102
2021 Q4	$2.72M	Sell	10,279 -349	-3%	-$89.8K	0.18%	98
2021 Q3	$2.57M	Sell	10,628 -20	-0.2%	-$4.97K	0.18%	100
2021 Q2	$2.58M	Sell	10,648 -354	-3%	-$83.4K	0.18%	98
2021 Q1	$2.46M	Sell	11,002 -241	-2%	-$52.8K	0.19%	95
2020 Q4	$2.38M	Sell	11,243 -5,121	-31%	-$1.02M	0.2%	94
2020 Q3	$3.06M	Sell	16,364 -517	-3%	-$95.5K	0.28%	70
2020 Q2	$2.9M	Sell	16,881 -321	-2%	-$51.9K	0.27%	75
2020 Q1	$2.44M	Buy	17,202 +645	+4%	+$109K	0.4%	69
2019 Q4	$2.95M	Sell	16,557 -373	-2%	-$63.7K	0.47%	47
2019 Q3	$2.79M	Buy	16,930 +2,170	+15%	+$356K	0.41%	51
2019 Q2	$2.4M	Buy	14,760 +3,275	+29%	+$524K	0.35%	60
2019 Q1	$1.81M	Sell	11,485 -940	-8%	-$142K	0.24%	94
2018 Q4	$1.72M	Buy	12,425 +699	+6%	+$105K	0.26%	91
2018 Q3	$1.9M	Buy	11,726 +322	+3%	+$51.1K	0.18%	93
2018 Q2	$1.73M	Buy	11,404 +757	+7%	+$114K	0.25%	94
2018 Q1	$1.56M	Buy	10,647 +1,931	+22%	+$293K	0.22%	113
2017 Q4	$1.29M	Sell	8,716 -1,213	-12%	-$176K	0.21%	112
2017 Q3	$1.39M	Sell	9,929 -314	-3%	-$43.1K	0.2%	125
2017 Q2	$1.39M	Sell	10,243 -108	-1%	-$14.4K	0.21%	117
2017 Q1	$1.36M	Buy	10,351 +1,357	+15%	+$176K	0.21%	123
2016 Q4	$1.12M	Buy	8,994 +74	+0.8%	+$9K	0.18%	139
2016 Q3	$1.07M	Buy	8,920 +81	+0.9%	+$9.73K	0.16%	136
2016 Q2	$1.03M	Sell	8,839 -1,443	-14%	-$166K	0.17%	131
2016 Q1	$1.17M	Buy	10,282 +526	+5%	+$56.8K	0.1%	120
2015 Q4	$1.1M	Buy	9,756 +285	+3%	+$32.6K	0.18%	121
2015 Q3	$1.01M	Buy	9,471 +1,734	+22%	+$197K	0.16%	131
2015 Q2	$898K	Buy	7,737 +1,070	+16%	+$126K	0.14%	141
2015 Q1	$772K	Buy	6,667 +1,118	+20%	+$129K	0.12%	130
2014 Q4	$636K	Buy	+5,549	New	+$622K	0.12%	120

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Frontier Wealth Management's IWB Position: Q2 2022 in Review

Frontier Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 8.1% in Q2 2022, selling an estimated $180K and leaving 9,026 shares worth $1.88M. The position accounts for 0.14% of the portfolio, ranked #127.

Frontier Wealth Management first reported a position in IWB in Q4 2014 and has held it in 31 quarters since. The position peaked at $3.06M in Q3 2020. 1,020 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

Frontier Wealth Management held 9,026 shares of iShares Russell 1000 ETF worth $1.88M as of Q2 2022.
Frontier Wealth Management sold 797 iShares Russell 1000 ETF shares in Q2 2022, an estimated $180K.
iShares Russell 1000 ETF made up 0.14% of Frontier Wealth Management's portfolio in Q2 2022, its #127 holding.
Frontier Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's iShares Russell 1000 ETF position peaked at $3.06M in Q3 2020.
1,020 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.