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GYL Financial Synergies’s iShares Russell 1000 ETF IWB Stock Holding History

GYL Financial Synergies’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 		$796K Hold
2,531
– – 0.06% 204
2024
Q2 		$753K Hold
2,531
– – 0.06% 205
2024
Q1 		$729K Hold
2,531
– – 0.06% 204
2023
Q4 		$664K Hold
2,531
– – 0.05% 214
2023
Q3 		$595K Sell
2,531
-200
-7% -$49K 0.06% 220
2023
Q2 		$666K Buy
+2,731
New +$629K 0.06% 211

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.15T AUM 47.82% 1-Year Est. Return

GYL Financial Synergies's IWB Position: Q3 2024 in Review

GYL Financial Synergies held its iShares Russell 1000 ETF (IWB) position steady in Q3 2024 at 2,531 shares worth $796K. The position accounts for 0.06% of the portfolio, ranked #204.

GYL Financial Synergies first reported a position in IWB in Q2 2023 and has held it in 6 quarters since. 1,270 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

  • GYL Financial Synergies held 2,531 shares of iShares Russell 1000 ETF worth $796K as of Q3 2024.
  • GYL Financial Synergies left its iShares Russell 1000 ETF share count unchanged in Q3 2024.
  • iShares Russell 1000 ETF made up 0.06% of GYL Financial Synergies's portfolio in Q3 2024, its #204 holding.
  • GYL Financial Synergies first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 6 quarters since.
  • 1,270 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.