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

Gradient 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
2023 Q1	–	Sell	-44	Closed	-$9.26K	–	1582
2022 Q4	$9.26K	Hold	44	–	–	﹤0.01%	829
2022 Q3	$9K	Buy	+44	New	+$9.65K	﹤0.01%	821
2022 Q2	–	Sell	-31	Closed	-$8K	–	1297
2022 Q1	$8K	Buy	+31	New	+$7.65K	﹤0.01%	821
2021 Q3	–	Sell	-24	Closed	-$6K	–	1196
2021 Q2	$6K	Buy	+24	New	+$5.66K	﹤0.01%	847
2018 Q4	–	Sell	-112	Closed	-$18K	–	1003
2018 Q3	$18K	Sell	112 -14	-11%	-$2.22K	﹤0.01%	520
2018 Q2	$19K	Sell	126 -547	-81%	-$82.4K	﹤0.01%	496
2018 Q1	$99K	Buy	673 +439	+188%	+$66.7K	0.01%	276
2017 Q4	$35K	Buy	+234	New	+$33.9K	﹤0.01%	398
2017 Q3	–	Sell	-50	Closed	-$7K	–	469
2017 Q2	$7K	Buy	+50	New	+$6.67K	﹤0.01%	533
2016 Q1	–	Sell	-135	Closed	-$15K	–	763
2015 Q4	$15K	Buy	+135	New	+$15.4K	﹤0.01%	356

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments's IWB Position: Q1 2023 in Review

Gradient Investments sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 44 shares — an estimated $9.26K sold.

Gradient Investments first reported a position in IWB in Q4 2015 and held it in 10 quarters. The position peaked at $99K in Q1 2018. 1,063 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Gradient Investments reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 44 iShares Russell 1000 ETF shares in Q1 2023, an estimated $9.26K.
Gradient Investments first reported a position in iShares Russell 1000 ETF in Q4 2015 and held it in 10 quarters.
Gradient Investments's iShares Russell 1000 ETF position peaked at $99K in Q1 2018.
1,063 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.