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InterOcean Capital Group’s iShares Russell 1000 ETF IWB Stock Holding History

InterOcean Capital Group’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
2022
Q3 		– Sell
-1,300
Closed -$270K – 430
2022
Q2 		$270K Hold
1,300
– – 0.01% 340
2022
Q1 		$325K Buy
+1,300
New +$321K 0.01% 207

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

InterOcean Capital Group's IWB Position: Q1 2024 in Review

InterOcean Capital Group increased its iShares Russell 1000 ETF (IWB) stake by 16% in Q1 2024, buying an estimated $1.81M and bringing the position to 48,108 shares worth $13.9M. The position accounts for 0.33% of the portfolio, ranked #67.

InterOcean Capital Group first reported a position in IWB in Q4 2020 and has held it in 14 quarters since. The position peaked at $14.5M in Q2 2021. 1,225 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

  • InterOcean Capital Group held 48,108 shares of iShares Russell 1000 ETF worth $13.9M as of Q1 2024.
  • InterOcean Capital Group bought 6,595 iShares Russell 1000 ETF shares in Q1 2024, an estimated $1.81M.
  • iShares Russell 1000 ETF made up 0.33% of InterOcean Capital Group's portfolio in Q1 2024, its #67 holding.
  • InterOcean Capital Group first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 14 quarters since.
  • InterOcean Capital Group's iShares Russell 1000 ETF position peaked at $14.5M in Q2 2021.
  • 1,225 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.