Levy Wealth Management Group’s iShares Russell 1000 ETF IWB Stock Holding History

Levy Wealth Management 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 Q2	$658K	Buy	2,212 +742	+50%	+$213K	0.17%	50
2024 Q1	$385K	Hold	1,470	–	–	0.11%	65
2023 Q4	$385K	Buy	1,470 +7	+0.5%	+$1.71K	0.11%	65
2023 Q3	$344K	Hold	1,463	–	–	0.11%	72
2023 Q2	$357K	Buy	1,463 +2	+0.1%	+$461	0.11%	74
2023 Q1	$329K	Buy	1,461 +4	+0.3%	+$880	0.1%	75
2022 Q4	$307K	Buy	1,457 +10	+0.7%	+$2.12K	0.1%	72
2022 Q3	$286K	Buy	1,447 +81	+6%	+$17.8K	0.12%	62
2022 Q2	$284K	Buy	1,366 +3	+0.2%	+$678	0.13%	55
2022 Q1	$341K	Buy	1,363 +72	+6%	+$17.8K	0.14%	47
2021 Q4	$342K	Sell	1,291 -210	-14%	-$54.1K	0.16%	52
2021 Q3	$363K	Buy	1,501 +4	+0.3%	+$994	0.2%	47
2021 Q2	$362K	Buy	1,497 +2	+0.1%	+$471	0.21%	45
2021 Q1	$335K	Buy	1,495 +6	+0.4%	+$1.31K	0.22%	40
2020 Q4	$315K	Buy	+1,489	New	+$297K	0.22%	40

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Levy Wealth Management Group's IWB Position: Q2 2024 in Review

Levy Wealth Management Group increased its iShares Russell 1000 ETF (IWB) stake by 50% in Q2 2024, buying an estimated $213K and bringing the position to 2,212 shares worth $658K. The position accounts for 0.17% of the portfolio, ranked #50.

Levy Wealth Management Group first reported a position in IWB in Q4 2020 and has held it in 15 quarters since. 1,255 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

Levy Wealth Management Group held 2,212 shares of iShares Russell 1000 ETF worth $658K as of Q2 2024.
Levy Wealth Management Group bought 742 iShares Russell 1000 ETF shares in Q2 2024, an estimated $213K.
iShares Russell 1000 ETF made up 0.17% of Levy Wealth Management Group's portfolio in Q2 2024, its #50 holding.
Levy Wealth Management Group first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 15 quarters since.
1,255 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.