Howard Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Howard Financial Services’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 Q4	–	Sell	-1,105	Closed	-$260K	–	156
2023 Q3	$260K	Sell	1,105 -347	-24%	-$84.9K	0.06%	120
2023 Q2	$354K	Buy	1,452 +320	+28%	+$73.7K	0.08%	97
2023 Q1	$255K	Buy	1,132 +34	+3%	+$7.48K	0.06%	114
2022 Q4	$231K	Sell	1,098 -247	-18%	-$52.3K	0.06%	118
2022 Q3	$265K	Buy	1,345 +257	+24%	+$56.4K	0.09%	103
2022 Q2	$226K	Buy	1,088 +3	+0.3%	+$678	0.08%	103
2022 Q1	$271K	Hold	1,085	–	–	0.08%	104
2021 Q4	$287K	Hold	1,085	–	–	0.09%	94
2021 Q3	$262K	Hold	1,085	–	–	0.1%	99
2021 Q2	$263K	Hold	1,085	–	–	0.1%	97
2021 Q1	$243K	Buy	+1,085	New	+$238K	0.11%	103

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $29.2B AUM 22.81% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Howard Financial Services's IWB Position: Q4 2023 in Review

Howard Financial Services sold out of iShares Russell 1000 ETF (IWB) in Q4 2023, closing a stake of 1,105 shares — an estimated $260K sold.

Howard Financial Services first reported a position in IWB in Q1 2021 and held it in 11 quarters. The position peaked at $354K in Q2 2023. 1,211 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

Howard Financial Services reported no remaining iShares Russell 1000 ETF position as of Q4 2023 after selling out during the quarter.
Howard Financial Services sold 1,105 iShares Russell 1000 ETF shares in Q4 2023, an estimated $260K.
Howard Financial Services first reported a position in iShares Russell 1000 ETF in Q1 2021 and held it in 11 quarters.
Howard Financial Services's iShares Russell 1000 ETF position peaked at $354K in Q2 2023.
1,211 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on Howard Financial Services's 13F filing for Q4 2023, filed 9 Jan 2024.