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Jackson Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Jackson Wealth 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
2023
Q1 		– Sell
-19,043
Closed -$4.01M – 154
2022
Q4 		$4.01M Buy
+19,043
New +$4.03M 1.47% 24
2020
Q3 		– Sell
-19,160
Closed -$3.29M – 134
2020
Q2 		$3.29M Buy
19,160
+9,727
+103% +$1.57M 0.58% 45
2020
Q1 		$1.53M Sell
9,433
-17,161
-65% -$2.9M 0.32% 66
2019
Q4 		$4.85M Sell
26,594
-554
-2% -$94.5K 0.8% 37
2019
Q3 		$4.41M Sell
27,148
-728
-3% -$119K 0.92% 28
2019
Q2 		$4.62M Sell
27,876
-489
-2% -$78.3K 1.01% 26
2019
Q1 		$4.46M Sell
28,365
-755
-3% -$114K 1.09% 29
2018
Q4 		$3.94M Sell
29,120
-9,094
-24% -$1.36M 1.18% 26
2018
Q3 		$6.18M Buy
38,214
+745
+2% +$118K 1.3% 23
2018
Q2 		$5.92M Sell
37,469
-7,510
-17% -$1.13M 1.38% 20
2018
Q1 		$6.61M Sell
44,979
-6,565
-13% -$997K 1.85% 16
2017
Q4 		$7.88M Sell
51,544
-64,308
-56% -$9.31M 2% 17
2017
Q3 		$16.4M Buy
115,852
+3,024
+3% +$415K 4.45% 5
2017
Q2 		$15.5M Buy
112,828
+7,159
+7% +$956K 4.91% 5
2017
Q1 		$13.8M Buy
105,669
+92,163
+682% +$11.9M 5% 5
2016
Q4 		$1.7M Buy
13,506
+1,097
+9% +$133K 0.67% 38
2016
Q3 		$1.48M Buy
12,409
+114
+0.9% +$13.7K 0.56% 43
2016
Q2 		$1.44M Sell
12,295
-245
-2% -$28.3K 0.53% 46
2016
Q1 		$1.42M Sell
12,540
-974
-7% -$105K 0.55% 43
2015
Q4 		$1.45M Sell
13,514
-102
-0.7% -$11.7K 0.57% 47
2015
Q3 		$1.46M Buy
13,616
+932
+7% +$106K 0.52% 57
2015
Q2 		$1.47M Sell
12,684
-106,069
-89% -$12.5M 0.5% 63
2015
Q1 		$13.8M Buy
118,753
+3,568
+3% +$412K 4.43% 3
2014
Q4 		$13.2M Buy
+115,185
New +$12.9M 4.31% 3

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
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
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

Jackson Wealth Management's IWB Position: Q1 2023 in Review

Jackson Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 19,043 shares — an estimated $4.01M sold.

Jackson Wealth Management first reported a position in IWB in Q4 2014 and held it in 24 quarters. The position peaked at $16.4M in Q3 2017. 1,061 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

  • Jackson Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 19,043 iShares Russell 1000 ETF shares in Q1 2023, an estimated $4.01M.
  • Jackson Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2014 and held it in 24 quarters.
  • Jackson Wealth Management's iShares Russell 1000 ETF position peaked at $16.4M in Q3 2017.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Jackson Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.