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Institutional & Family Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Institutional & Family Asset 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
Q2 		$173K Sell
582
-32
-5% -$9.19K 0.03% 152
2024
Q1 		$177K Sell
614
-40
-6% -$11K 0.03% 148
2023
Q4 		$172K Sell
654
-103
-14% -$25.2K 0.03% 150
2023
Q3 		$178K Hold
757
– – 0.03% 147
2023
Q2 		$185K Hold
757
– – 0.03% 150
2023
Q1 		$170K Sell
757
-169
-18% -$37.2K 0.03% 148
2022
Q4 		$195K Hold
926
– – 0.03% 141
2022
Q3 		$183K Sell
926
-230
-20% -$50.4K 0.03% 140
2022
Q2 		$240K Hold
1,156
– – 0.04% 126
2022
Q1 		$289K Hold
1,156
– – 0.05% 133
2021
Q4 		$306K Hold
1,156
– – 0.05% 137
2021
Q3 		$279K Sell
1,156
-2
-0.2% -$497 0.04% 154
2021
Q2 		$280K Sell
1,158
-86
-7% -$20.3K 0.05% 148
2021
Q1 		$278K Hold
1,244
– – 0.05% 153
2020
Q4 		$264K Hold
1,244
– – 0.06% 156
2020
Q3 		$233K Sell
1,244
-1,344
-52% -$248K 0.05% 152
2020
Q2 		$444K Buy
2,588
+1,236
+91% +$200K 0.09% 116
2020
Q1 		$191K Buy
1,352
+7
+0.5% +$1.18K 0.04% 151
2019
Q4 		$240K Buy
1,345
+7
+0.5% +$1.2K 0.05% 151
2019
Q3 		$220K Buy
1,338
+6
+0.5% +$985 0.05% 149
2019
Q2 		$217K Sell
1,332
-43
-3% -$6.88K 0.05% 162
2019
Q1 		$216K Sell
1,375
-511
-27% -$77.3K 0.05% 174
2018
Q4 		$262K Buy
1,886
+531
+39% +$79.4K 0.06% 145
2018
Q3 		$219K Buy
1,355
+5
+0.4% +$794 0.04% 180
2018
Q2 		$205K Hold
1,350
– – 0.04% 180
2018
Q1 		$198K Buy
+1,350
New +$205K 0.04% 170
2017
Q4 		– Sell
-1,463
Closed -$205K – 176
2017
Q3 		$205K Sell
1,463
-202
-12% -$27.7K 0.04% 167
2017
Q2 		$225K Hold
1,665
– – 0.06% 118
2017
Q1 		$219K Sell
1,665
-798
-32% -$103K 0.07% 117
2016
Q4 		$307K Buy
2,463
+13
+0.5% +$1.58K 0.1% 107
2016
Q3 		$295K Buy
2,450
+23
+0.9% +$2.76K 0.1% 102
2016
Q2 		$284K Buy
2,427
+14
+0.6% +$1.61K 0.1% 102
2016
Q1 		$273K Hold
2,413
– – 0.1% 115
2015
Q4 		$273K Buy
+2,413
New +$276K 0.1% 114

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
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 $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institutional & Family Asset Management's IWB Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares Russell 1000 ETF (IWB) stake by 5.2% in Q2 2024, selling an estimated $9.19K and leaving 582 shares worth $173K. The position accounts for 0.03% of the portfolio, ranked #152.

Institutional & Family Asset Management first reported a position in IWB in Q4 2015 and has held it in 34 quarters since. The position peaked at $444K in Q2 2020. 1,250 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

  • Institutional & Family Asset Management held 582 shares of iShares Russell 1000 ETF worth $173K as of Q2 2024.
  • Institutional & Family Asset Management sold 32 iShares Russell 1000 ETF shares in Q2 2024, an estimated $9.19K.
  • iShares Russell 1000 ETF made up 0.03% of Institutional & Family Asset Management's portfolio in Q2 2024, its #152 holding.
  • Institutional & Family Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 34 quarters since.
  • Institutional & Family Asset Management's iShares Russell 1000 ETF position peaked at $444K in Q2 2020.
  • 1,250 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.