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

Intercontinental 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
2023 Q2	$1.14M	Hold	4,657	–	–	0.27%	83
2023 Q1	$1.05M	Sell	4,657 -20	-0.4%	-$4.4K	0.27%	83
2022 Q4	$985K	Sell	4,677 -450	-9%	-$95.3K	0.29%	80
2022 Q3	$1.01M	Buy	5,127 +47	+0.9%	+$10.3K	0.32%	73
2022 Q2	$1.05M	Buy	+5,080	New	+$1.15M	0.29%	77

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Intercontinental Wealth Advisors's IWB Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2023 at 4,657 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #83.

Intercontinental Wealth Advisors first reported a position in IWB in Q2 2022 and has held it in 5 quarters since. 1,104 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

Intercontinental Wealth Advisors held 4,657 shares of iShares Russell 1000 ETF worth $1.14M as of Q2 2023.
Intercontinental Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2023.
iShares Russell 1000 ETF made up 0.27% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #83 holding.
Intercontinental Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 5 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.