Lumature Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Lumature Wealth Partners’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 Q2	$91.2K	Hold	374	–	–	0.05%	196
2023 Q1	$84.2K	Hold	374	–	–	0.05%	196
2022 Q4	$78.7K	Hold	374	–	–	0.04%	199
2022 Q3	$74K	Hold	374	–	–	0.04%	203
2022 Q2	$78K	Hold	374	–	–	0.03%	213
2022 Q1	$94K	Hold	374	–	–	0.04%	215
2021 Q4	$99K	Hold	374	–	–	0.04%	182
2021 Q3	$90K	Hold	374	–	–	0.04%	187
2021 Q2	$91K	Sell	374 -100	-21%	-$23.6K	0.04%	182
2021 Q1	$106K	Hold	474	–	–	0.06%	163
2020 Q4	$100K	Buy	+474	New	+$94.6K	0.09%	134

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lumature Wealth Partners's IWB Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q2 2023 at 374 shares worth $91.2K. The position accounts for 0.05% of the portfolio, ranked #196.

Lumature Wealth Partners first reported a position in IWB in Q4 2020 and has held it in 11 quarters since. The position peaked at $106K in Q1 2021. 1,103 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

Lumature Wealth Partners held 374 shares of iShares Russell 1000 ETF worth $91.2K as of Q2 2023.
Lumature Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q2 2023.
iShares Russell 1000 ETF made up 0.05% of Lumature Wealth Partners's portfolio in Q2 2023, its #196 holding.
Lumature Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares Russell 1000 ETF position peaked at $106K in Q1 2021.
1,103 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.