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Laurel Wealth Advisors (California)’s iShares Russell 1000 ETF IWB Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$3.04M Sell
14,440
-283
-2% -$59.9K 0.3% 79
2022
Q3 		$2.9M Buy
14,723
+235
+2% +$51.5K 0.31% 78
2022
Q2 		$3.01M Sell
14,488
-1,741
-11% -$393K 0.31% 78
2022
Q1 		$4.06M Sell
16,229
-2,339
-13% -$578K 0.34% 71
2021
Q4 		$4.91M Buy
18,568
+274
+1% +$70.5K 0.38% 59
2021
Q3 		$4.42M Sell
18,294
-751
-4% -$187K 0.81% 19
2021
Q2 		$4.61M Buy
19,045
+352
+2% +$82.9K 0.6% 36
2021
Q1 		$4.18M Buy
18,693
+997
+6% +$218K 0.63% 33
2020
Q4 		$3.75M Sell
17,696
-1,362
-7% -$272K 0.55% 42
2020
Q3 		$3.57M Buy
19,058
+1,350
+8% +$249K 0.59% 42
2020
Q2 		$3.04M Buy
17,708
+451
+3% +$73K 0.56% 42
2020
Q1 		$2.44M Buy
17,257
+56
+0.3% +$9.47K 0.56% 45
2019
Q4 		$3.07M Sell
17,201
-47
-0.3% -$8.02K 0.51% 49
2019
Q3 		$2.84M Buy
17,248
+1,545
+10% +$254K 0.49% 52
2019
Q2 		$2.56M Buy
+15,703
New +$2.51M 0.56% 42
2018
Q4 		– Sell
-537
Closed -$86K – 389
2018
Q3 		$86K Buy
+537
New +$85.2K 0.02% 395

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IWB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares Russell 1000 ETF (IWB) stake by 1.9% in Q4 2022, selling an estimated $59.9K and leaving 14,440 shares worth $3.04M. The position accounts for 0.3% of the portfolio, ranked #79.

Laurel Wealth Advisors (California) first reported a position in IWB in Q3 2018 and has held it in 16 quarters since. The position peaked at $4.91M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

  • Laurel Wealth Advisors (California) held 14,440 shares of iShares Russell 1000 ETF worth $3.04M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 283 iShares Russell 1000 ETF shares in Q4 2022, an estimated $59.9K.
  • iShares Russell 1000 ETF made up 0.3% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #79 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares Russell 1000 ETF in Q3 2018 and has held it in 16 quarters since.
  • Laurel Wealth Advisors (California)'s iShares Russell 1000 ETF position peaked at $4.91M in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.