LMKC
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L.M. Kohn & Company’s iShares Russell 1000 ETF IWB Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-1,110
Closed -$330K – 301
2024
Q2 		$330K Sell
1,110
-201
-15% -$57.7K 0.09% 194
2024
Q1 		$378K Sell
1,311
-22
-2% -$6.03K 0.11% 174
2023
Q4 		$350K Buy
1,333
+22
+2% +$5.39K 0.11% 163
2023
Q3 		$308K Hold
1,311
– – 0.11% 159
2023
Q2 		$320K Buy
1,311
+201
+18% +$46.3K 0.12% 159
2023
Q1 		$250K Hold
1,110
– – 0.1% 182
2022
Q4 		$234K Hold
1,110
– – 0.11% 187
2022
Q3 		$220K Hold
1,110
– – 0.11% 182
2022
Q2 		$231K Hold
1,110
– – 0.11% 199
2022
Q1 		$278K Buy
+1,110
New +$274K 0.11% 195

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

L.M. Kohn & Company's IWB Position: Q3 2024 in Review

L.M. Kohn & Company sold out of iShares Russell 1000 ETF (IWB) in Q3 2024, closing a stake of 1,110 shares — an estimated $330K sold.

L.M. Kohn & Company first reported a position in IWB in Q1 2022 and held it in 10 quarters. The position peaked at $378K in Q1 2024. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

  • L.M. Kohn & Company reported no remaining iShares Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 1,110 iShares Russell 1000 ETF shares in Q3 2024, an estimated $330K.
  • L.M. Kohn & Company first reported a position in iShares Russell 1000 ETF in Q1 2022 and held it in 10 quarters.
  • L.M. Kohn & Company's iShares Russell 1000 ETF position peaked at $378K in Q1 2024.
  • 1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.