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Heritage Oak Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Heritage Oak Wealth Advisors’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
Q4 		– Sell
-1,900
Closed -$597K – 123
2024
Q3 		$597K Buy
+1,900
New +$575K 0.28% 60

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Oak Wealth Advisors's IWB Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2024, closing a stake of 1,900 shares — an estimated $597K sold.

Heritage Oak Wealth Advisors first reported a position in IWB in Q3 2024 and held it in 1 quarter. The position peaked at $597K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,900 iShares Russell 1000 ETF shares in Q4 2024, an estimated $597K.
  • Heritage Oak Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares Russell 1000 ETF position peaked at $597K in Q3 2024.
  • 1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.