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Geisinger Health’s iShares Russell 1000 ETF IWB Stock Holding History

Geisinger Health’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
Q2 		– Sell
-609,975
Closed -$103M – 6
2024
Q1 		$103M Buy
609,975
+454,588
+293% +$125M 28.79% 2
2023
Q4 		$40.8M Buy
155,387
+655
+0.4% +$160K 12.75% 3
2023
Q3 		$36.3M Buy
154,732
+67
+0% +$16.4K 12.31% 3
2023
Q2 		$37.7M Sell
154,665
-223,879
-59% -$51.6M 12.07% 3
2023
Q1 		$85.3M Hold
378,544
– – 20.7% 2
2022
Q4 		$79.7M Buy
+378,544
New +$80.1M 19.34% 2

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Geisinger Health's IWB Position: Q2 2024 in Review

Geisinger Health sold out of iShares Russell 1000 ETF (IWB) in Q2 2024, closing a stake of 609,975 shares — an estimated $103M sold.

Geisinger Health first reported a position in IWB in Q4 2022 and held it in 6 quarters. The position peaked at $103M in Q1 2024. 1,255 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

  • Geisinger Health reported no remaining iShares Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
  • Geisinger Health sold 609,975 iShares Russell 1000 ETF shares in Q2 2024, an estimated $103M.
  • Geisinger Health first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 6 quarters.
  • Geisinger Health's iShares Russell 1000 ETF position peaked at $103M in Q1 2024.
  • 1,255 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Geisinger Health's 13F filing for Q2 2024, filed 14 Aug 2024.