Global Wealth Management Investment Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-83	Closed	-$21.8K	–	293
2023 Q4	$21.8K	Hold	83	–	–	0.01%	240
2023 Q3	$19.5K	Hold	83	–	–	0.01%	246
2023 Q2	$20.2K	Buy	+83	New	+$19.1K	0.01%	247
2022 Q3	–	Sell	-83	Closed	-$17K	–	302
2022 Q2	$17K	Hold	83	–	–	0.01%	243
2022 Q1	$21K	Hold	83	–	–	0.01%	254
2021 Q4	$22K	Hold	83	–	–	0.01%	249
2021 Q3	$20K	Buy	+83	New	+$20.6K	0.01%	260

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

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

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

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

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

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

Global Wealth Management Investment Advisory's IWB Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares Russell 1000 ETF (IWB) in Q1 2024, closing a stake of 83 shares — an estimated $21.8K sold.

Global Wealth Management Investment Advisory first reported a position in IWB in Q3 2021 and held it in 7 quarters. The position peaked at $22K in Q4 2021. 1,223 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares Russell 1000 ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 83 iShares Russell 1000 ETF shares in Q1 2024, an estimated $21.8K.
Global Wealth Management Investment Advisory first reported a position in iShares Russell 1000 ETF in Q3 2021 and held it in 7 quarters.
Global Wealth Management Investment Advisory's iShares Russell 1000 ETF position peaked at $22K in Q4 2021.
1,223 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.