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Intersect Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Intersect Capital’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
Q2 		– Sell
-13,379
Closed -$3.35M – 388
2022
Q1 		$3.35M Hold
13,379
– – 0.64% 25
2021
Q4 		$3.54M Hold
13,379
– – 0.65% 26
2021
Q3 		$3.23M Buy
13,379
+410
+3% +$102K 0.55% 35
2021
Q2 		$3.14M Sell
12,969
-141
-1% -$33.2K 0.56% 35
2021
Q1 		$2.93M Buy
13,110
+2,680
+26% +$587K 0.59% 35
2020
Q4 		$2.21M Hold
10,430
– – 0.49% 46
2020
Q3 		$1.95M Sell
10,430
-1,374
-12% -$254K 0.53% 44
2020
Q2 		$2.03M Buy
11,804
+720
+6% +$116K 0.65% 37
2020
Q1 		$1.57M Buy
11,084
+362
+3% +$61.2K 0.62% 36
2019
Q4 		$1.91M Buy
10,722
+165
+2% +$28.2K 0.64% 34
2019
Q3 		$1.74M Hold
10,557
– – 0.65% 33
2019
Q2 		$1.72M Buy
10,557
+257
+2% +$41.1K 0.66% 32
2019
Q1 		$1.62M Hold
10,300
– – 0.68% 35
2018
Q4 		$1.43M Hold
10,300
– – 0.68% 37
2018
Q3 		$1.67M Sell
10,300
-44
-0.4% -$6.98K 0.73% 35
2018
Q2 		$1.57M Sell
10,344
-166
-2% -$25K 0.76% 34
2018
Q1 		$1.54M Buy
10,510
+255
+2% +$38.7K 0.82% 34
2017
Q4 		$1.52M Buy
10,255
+722
+8% +$105K 0.82% 33
2017
Q3 		$1.33M Buy
9,533
+4,175
+78% +$573K 0.76% 37
2017
Q2 		$725K Buy
5,358
+2,794
+109% +$373K 0.43% 51
2017
Q1 		$337K Sell
2,564
-3,186
-55% -$413K 0.29% 66
2016
Q4 		$716K Buy
5,750
+330
+6% +$40.1K 0.54% 43
2016
Q3 		$653K Buy
5,420
+1,614
+42% +$194K 0.52% 46
2016
Q2 		$445K Hold
3,806
– – 0.27% 70
2016
Q1 		$434K Sell
3,806
-1,061
-22% -$115K 0.27% 69
2015
Q4 		$552K Sell
4,867
-245
-5% -$28K 0.47% 52
2015
Q3 		$547K Sell
5,112
-20
-0.4% -$2.27K 0.5% 48
2015
Q2 		$596K Sell
5,132
-50
-1% -$5.9K 0.51% 50
2015
Q1 		$605K Buy
5,182
+292
+6% +$33.7K 0.47% 47
2014
Q4 		$561K Buy
+4,890
New +$548K 0.47% 46

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Intersect Capital's IWB Position: Q2 2022 in Review

Intersect Capital sold out of iShares Russell 1000 ETF (IWB) in Q2 2022, closing a stake of 13,379 shares — an estimated $3.35M sold.

Intersect Capital first reported a position in IWB in Q4 2014 and held it in 30 quarters. The position peaked at $3.54M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

  • Intersect Capital reported no remaining iShares Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
  • Intersect Capital sold 13,379 iShares Russell 1000 ETF shares in Q2 2022, an estimated $3.35M.
  • Intersect Capital first reported a position in iShares Russell 1000 ETF in Q4 2014 and held it in 30 quarters.
  • Intersect Capital's iShares Russell 1000 ETF position peaked at $3.54M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.