GMA
IWB icon

Glassy Mountain Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Glassy Mountain Advisors’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
2023
Q2 		– Sell
-42,556
Closed -$9.58M – 63
2023
Q1 		$9.58M Buy
+42,556
New +$9.37M 6.89% 6

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Glassy Mountain Advisors's IWB Position: Q2 2023 in Review

Glassy Mountain Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2023, closing a stake of 42,556 shares — an estimated $9.58M sold.

Glassy Mountain Advisors first reported a position in IWB in Q1 2023 and held it in 1 quarter. The position peaked at $9.58M in Q1 2023. 1,102 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

  • Glassy Mountain Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 42,556 iShares Russell 1000 ETF shares in Q2 2023, an estimated $9.58M.
  • Glassy Mountain Advisors first reported a position in iShares Russell 1000 ETF in Q1 2023 and held it in 1 quarter.
  • Glassy Mountain Advisors's iShares Russell 1000 ETF position peaked at $9.58M in Q1 2023.
  • 1,102 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on Glassy Mountain Advisors's 13F filing for Q2 2023, filed 6 Jul 2023.