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

Janiczek 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
2024 Q2	$16.7K	Hold	56	–	–	﹤0.01%	589
2024 Q1	$16.1K	Hold	56	–	–	﹤0.01%	605
2023 Q4	$14.7K	Hold	56	–	–	﹤0.01%	596
2023 Q3	$13.2K	Sell	56 -154	-73%	-$37.7K	﹤0.01%	586
2023 Q2	$51.2K	Hold	210	–	–	0.01%	315
2023 Q1	$47.6K	Sell	210 -21	-9%	-$4.62K	0.01%	323
2022 Q4	$50.6K	Hold	231	–	–	0.01%	316
2022 Q3	$46K	Hold	231	–	–	0.02%	318
2022 Q2	$52K	Hold	231	–	–	0.02%	298
2022 Q1	$58K	Hold	231	–	–	0.02%	282
2021 Q4	$61K	Hold	231	–	–	0.02%	273
2021 Q3	$56K	Sell	231 -34	-13%	-$8.45K	0.02%	265
2021 Q2	$64K	Buy	265 +111	+72%	+$26.2K	0.02%	211
2021 Q1	$34K	Sell	154 -27	-15%	-$5.91K	0.01%	301
2020 Q4	$38K	Hold	181	–	–	0.02%	245
2020 Q3	$34K	Hold	181	–	–	0.02%	118
2020 Q2	$31K	Hold	181	–	–	0.02%	103
2020 Q1	$26K	Hold	181	–	–	0.01%	80
2019 Q4	$32K	Hold	181	–	–	0.01%	80
2019 Q3	$30K	Hold	181	–	–	0.01%	81
2019 Q2	$29K	Hold	181	–	–	0.01%	86
2019 Q1	$28K	Hold	181	–	–	0.01%	88
2018 Q4	$25K	Buy	+181	New	+$27.1K	0.01%	91

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janiczek Wealth Management's IWB Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2024 at 56 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Janiczek Wealth Management first reported a position in IWB in Q4 2018 and has held it in 23 quarters since. The position peaked at $64K in Q2 2021. 1,250 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

Janiczek Wealth Management held 56 shares of iShares Russell 1000 ETF worth $16.7K as of Q2 2024.
Janiczek Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2024.
iShares Russell 1000 ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #589 holding.
Janiczek Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 23 quarters since.
Janiczek Wealth Management's iShares Russell 1000 ETF position peaked at $64K in Q2 2021.
1,250 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.