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Lake Street Advisors Group’s iShares Russell 1000 ETF IWB Stock Holding History

Lake Street Advisors Group’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 		$68.8M Buy
213,683
+1
+0% +$324 3.17% 7
2024
Q3 		$67.2M Buy
213,682
+52
+0% +$15.7K 3.1% 7
2024
Q2 		$63.6M Buy
213,630
+1
+0% +$287 3.06% 7
2024
Q1 		$61.5M Sell
213,629
-280
-0.1% -$76.7K 2.88% 7
2023
Q4 		$56.1M Buy
213,909
+637
+0.3% +$156K 2.82% 6
2023
Q3 		$50.1M Sell
213,272
-16,780
-7% -$4.11M 2.98% 8
2023
Q2 		$56.1M Buy
230,052
+824
+0.4% +$190K 3.1% 8
2023
Q1 		$51.6M Sell
229,228
-26,802
-10% -$5.9M 3.19% 8
2022
Q4 		$53.9M Buy
256,030
+394
+0.2% +$83.4K 3.55% 6
2022
Q3 		$50.4M Buy
255,636
+5,306
+2% +$1.16M 3.66% 6
2022
Q2 		$52M Buy
250,330
+2,520
+1% +$570K 3.71% 7
2022
Q1 		$62M Buy
247,810
+313
+0.1% +$77.3K 3.95% 7
2021
Q4 		$65.4M Buy
247,497
+309
+0.1% +$79.5K 4.13% 7
2021
Q3 		$59.7M Buy
247,188
+5,416
+2% +$1.35M 6.4% 2
2021
Q2 		$60.6M Buy
241,772
+143
+0.1% +$33.7K 4.48% 6
2021
Q1 		$54.1M Sell
241,629
-2,862
-1% -$627K 4.4% 6
2020
Q4 		$51.8M Sell
244,491
-2,089
-0.8% -$417K 4.29% 6
2020
Q3 		$46.1M Sell
246,580
-1,454
-0.6% -$269K 4.36% 6
2020
Q2 		$42.6M Buy
248,034
+501
+0.2% +$81.1K 4.32% 6
2020
Q1 		$35M Buy
247,533
+1
+0% +$169 4.35% 6
2019
Q4 		$44.2M Sell
247,532
-3,669
-1% -$626K 4.35% 5
2019
Q3 		$41.3M Buy
251,201
+266
+0.1% +$43.7K 4.48% 7
2019
Q2 		$40.9M Sell
250,935
-8,855
-3% -$1.42M 4.32% 6
2019
Q1 		$40.9M Buy
259,790
+23,136
+10% +$3.5M 4.29% 6
2018
Q4 		$32.8M Sell
236,654
-1,092
-0.5% -$163K 4% 6
2018
Q3 		$38.4M Sell
237,746
-36,703
-13% -$5.83M 4.26% 7
2018
Q2 		$41.7M Buy
274,449
+58,599
+27% +$8.83M 4.17% 6
2018
Q1 		$31.7M Sell
215,850
-5,230
-2% -$795K 3.56% 6
2017
Q4 		$32.9M Buy
+221,080
New +$32M 3.72% 6

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's IWB Position: Q4 2024 in Review

Lake Street Advisors Group increased its iShares Russell 1000 ETF (IWB) stake by 0% in Q4 2024, buying an estimated $324 and bringing the position to 213,683 shares worth $68.8M. The position accounts for 3.17% of the portfolio, ranked #7.

Lake Street Advisors Group first reported a position in IWB in Q4 2017 and has held it in 29 quarters since. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • Lake Street Advisors Group held 213,683 shares of iShares Russell 1000 ETF worth $68.8M as of Q4 2024.
  • Lake Street Advisors Group bought 1 iShares Russell 1000 ETF share in Q4 2024, an estimated $324.
  • iShares Russell 1000 ETF made up 3.17% of Lake Street Advisors Group's portfolio in Q4 2024, its #7 holding.
  • Lake Street Advisors Group first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 29 quarters since.
  • 1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.