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Lakewood Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-81
Closed -$17K – 201
2022
Q4 		$17K Buy
+81
New +$17.1K 0.01% 236

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lakewood Asset Management's IWB Position: Q1 2023 in Review

Lakewood Asset Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 81 shares — an estimated $17K sold.

Lakewood Asset Management first reported a position in IWB in Q4 2022 and held it in 1 quarter. The position peaked at $17K in Q4 2022. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

  • Lakewood Asset Management reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 81 iShares Russell 1000 ETF shares in Q1 2023, an estimated $17K.
  • Lakewood Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's iShares Russell 1000 ETF position peaked at $17K in Q4 2022.
  • 1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.