Householder Group Estate & Retirement Specialist’s iShares Russell 1000 ETF IWB Stock Holding History

Householder Group Estate & Retirement Specialist’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	-43	Closed	-$13K	–	875
2024 Q3	$13K	Hold	43	–	–	﹤0.01%	779
2024 Q2	$12K	Hold	43	–	–	﹤0.01%	783
2024 Q1	$12.4K	Sell	43 -34	-44%	-$9.32K	﹤0.01%	768
2023 Q4	$20K	Sell	77 -99	-56%	-$24.2K	0.01%	642
2023 Q3	$41.3K	Buy	+176	New	+$43.1K	0.01%	486
2023 Q1	$40K	Buy	+176	New	+$38.7K	0.02%	483
2022 Q4	–	Sell	-97	Closed	-$19K	–	716
2022 Q3	$19K	Buy	+97	New	+$21.3K	0.01%	584

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IWB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Russell 1000 ETF (IWB) in Q4 2024, closing a stake of 43 shares — an estimated $13K sold.

Householder Group Estate & Retirement Specialist first reported a position in IWB in Q3 2022 and held it in 7 quarters. The position peaked at $41.3K in Q3 2023. 1,357 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 43 iShares Russell 1000 ETF shares in Q4 2024, an estimated $13K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Russell 1000 ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Russell 1000 ETF position peaked at $41.3K in Q3 2023.
1,357 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.