Kades & Cheifetz’s iShares Russell 1000 ETF IWB Stock Holding History

Kades & Cheifetz’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 Q4	$1.12M	Buy	3,471 +11	+0.3%	+$3.56K	0.57%	43
2024 Q3	$1.09M	Buy	3,460 +11	+0.3%	+$3.33K	0.62%	40
2024 Q2	$1.03M	Buy	3,449 +9	+0.3%	+$2.58K	0.65%	38
2024 Q1	$991K	Sell	3,440 -255	-7%	-$69.9K	0.63%	39
2023 Q4	$969K	Sell	3,695 -115	-3%	-$28.2K	0.69%	34
2023 Q3	$895K	Hold	3,810	–	–	0.71%	34
2023 Q2	$929K	Buy	3,810 +7	+0.2%	+$1.61K	0.71%	33
2023 Q1	$857K	Hold	3,803	–	–	0.68%	34
2022 Q4	$801K	Buy	+3,803	New	+$805K	0.67%	34

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

Kades & Cheifetz's IWB Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares Russell 1000 ETF (IWB) stake by 0.32% in Q4 2024, buying an estimated $3.56K and bringing the position to 3,471 shares worth $1.12M. The position accounts for 0.57% of the portfolio, ranked #43.

Kades & Cheifetz first reported a position in IWB in Q4 2022 and has held it in 9 quarters since. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

Kades & Cheifetz held 3,471 shares of iShares Russell 1000 ETF worth $1.12M as of Q4 2024.
Kades & Cheifetz bought 11 iShares Russell 1000 ETF shares in Q4 2024, an estimated $3.56K.
iShares Russell 1000 ETF made up 0.57% of Kades & Cheifetz's portfolio in Q4 2024, its #43 holding.
Kades & Cheifetz first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 9 quarters since.
1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.