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

Liberty Wealth 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
2021
Q4 		– Sell
-305
Closed -$74K – 642
2021
Q3 		$74K Buy
+305
New +$75.8K 0.03% 343
2020
Q1 		– Sell
-57
Closed -$10K – 933
2019
Q4 		$10K Buy
+57
New +$9.73K 0.01% 538
2019
Q1 		– Sell
-91
Closed -$12K – 788
2018
Q4 		$12K Buy
+91
New +$13.6K 0.01% 400

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty Wealth Management's IWB Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2021, closing a stake of 305 shares — an estimated $74K sold.

Liberty Wealth Management first reported a position in IWB in Q4 2018 and held it in 3 quarters. The position peaked at $74K in Q3 2021. 1,060 funds tracked by Wall St. Rank hold IWB as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 305 iShares Russell 1000 ETF shares in Q4 2021, an estimated $74K.
  • Liberty Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's iShares Russell 1000 ETF position peaked at $74K in Q3 2021.
  • 1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.