Global Strategic Investment Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Global Strategic Investment Solutions’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	-1,036	Closed	-$233K	–	145
2023 Q1	$233K	Buy	1,036 +3	+0.3%	+$660	0.03%	123
2022 Q4	$218K	Buy	1,033 +7	+0.7%	+$1.48K	0.01%	122
2022 Q3	$202K	Hold	1,026	–	–	0.01%	130
2022 Q2	$213K	Hold	1,026	–	–	0.02%	118
2022 Q1	$257K	Hold	1,026	–	–	0.02%	119
2021 Q4	$271K	Hold	1,026	–	–	0.04%	116
2021 Q3	$248K	Buy	+1,026	New	+$255K	0.04%	122

Other funds holding IWB

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 $374B AUM 17.66% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Strategic Investment Solutions's IWB Position: Q2 2023 in Review

Global Strategic Investment Solutions sold out of iShares Russell 1000 ETF (IWB) in Q2 2023, closing a stake of 1,036 shares — an estimated $233K sold.

Global Strategic Investment Solutions first reported a position in IWB in Q3 2021 and held it in 7 quarters. The position peaked at $271K in Q4 2021. 1,102 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

Global Strategic Investment Solutions reported no remaining iShares Russell 1000 ETF position as of Q2 2023 after selling out during the quarter.
Global Strategic Investment Solutions sold 1,036 iShares Russell 1000 ETF shares in Q2 2023, an estimated $233K.
Global Strategic Investment Solutions first reported a position in iShares Russell 1000 ETF in Q3 2021 and held it in 7 quarters.
Global Strategic Investment Solutions's iShares Russell 1000 ETF position peaked at $271K in Q4 2021.
1,102 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2023, filed 7 Aug 2023.