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GLOBALT Investments’s iShares Russell 1000 ETF IWB Stock Holding History

GLOBALT Investments’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
Q3 		– Sell
-1,715
Closed -$510K – 208
2024
Q2 		$510K Buy
1,715
+201
+13% +$57.7K 0.02% 175
2024
Q1 		$436K Hold
1,514
– – 0.02% 180
2023
Q4 		$397K Buy
+1,514
New +$371K 0.02% 185

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GLOBALT Investments's IWB Position: Q3 2024 in Review

GLOBALT Investments sold out of iShares Russell 1000 ETF (IWB) in Q3 2024, closing a stake of 1,715 shares — an estimated $510K sold.

GLOBALT Investments first reported a position in IWB in Q4 2023 and held it in 3 quarters. The position peaked at $510K in Q2 2024. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

  • GLOBALT Investments reported no remaining iShares Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • GLOBALT Investments sold 1,715 iShares Russell 1000 ETF shares in Q3 2024, an estimated $510K.
  • GLOBALT Investments first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 3 quarters.
  • GLOBALT Investments's iShares Russell 1000 ETF position peaked at $510K in Q2 2024.
  • 1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on GLOBALT Investments's 13F filing for Q3 2024, filed 7 Nov 2024.