KB Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History

KB Financial Partners’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 Q3	$83K	Hold	353	–	–	0.02%	209
2023 Q2	$86K	Hold	353	–	–	0.02%	215
2023 Q1	$80K	Sell	353 -9,696	-96%	-$2.13M	0.02%	223
2022 Q4	$2.12M	Buy	10,049 +9,696	+2,747%	+$2.05M	0.72%	14
2022 Q3	$70K	Hold	353	–	–	0.03%	225
2022 Q2	$73K	Hold	353	–	–	0.03%	227
2022 Q1	$88K	Sell	353 -518	-59%	-$128K	0.02%	231
2021 Q4	$230K	Sell	871 -461	-35%	-$119K	0.07%	166
2021 Q3	$322K	Hold	1,332	–	–	0.12%	111
2021 Q2	$322K	Hold	1,332	–	–	0.12%	103
2021 Q1	$298K	Buy	+1,332	New	+$292K	0.13%	90

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

KB Financial Partners's IWB Position: Q3 2023 in Review

KB Financial Partners held its iShares Russell 1000 ETF (IWB) position steady in Q3 2023 at 353 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #209.

KB Financial Partners first reported a position in IWB in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.12M in Q4 2022. 1,091 funds tracked by Wall St. Rank hold IWB as of Q3 2023.

KB Financial Partners held 353 shares of iShares Russell 1000 ETF worth $83K as of Q3 2023.
KB Financial Partners left its iShares Russell 1000 ETF share count unchanged in Q3 2023.
iShares Russell 1000 ETF made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #209 holding.
KB Financial Partners first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's iShares Russell 1000 ETF position peaked at $2.12M in Q4 2022.
1,091 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.