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Gunn & Company Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Gunn & Company Investment Management’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
-31,141
Closed -$9.27M – 101
2024
Q2 		$9.27M Buy
+31,141
New +$8.94M 0.55% 37

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 $424B AUM 22.96% 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 $34.1B AUM 29.2% 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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gunn & Company Investment Management's IWB Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2024, closing a stake of 31,141 shares — an estimated $9.27M sold.

Gunn & Company Investment Management first reported a position in IWB in Q2 2024 and held it in 1 quarter. The position peaked at $9.27M in Q2 2024. 1,267 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining iShares Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 31,141 iShares Russell 1000 ETF shares in Q3 2024, an estimated $9.27M.
  • Gunn & Company Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2024 and held it in 1 quarter.
  • Gunn & Company Investment Management's iShares Russell 1000 ETF position peaked at $9.27M in Q2 2024.
  • 1,267 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.