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LWMG LLC’s iShares Russell 1000 ETF IWB Stock Holding History

LWMG LLC’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
Q3 		$588K Buy
1,869
+4
+0.2% +$1.21K 0.11% 51
2024
Q2 		$555K Buy
1,865
+3
+0.2% +$861 0.12% 50
2024
Q1 		$536K Sell
1,862
-351
-16% -$96.2K 0.12% 48
2023
Q4 		$580K Buy
2,213
+12
+0.5% +$2.94K 0.14% 48
2023
Q3 		$517K Hold
2,201
– – 0.14% 50
2023
Q2 		$537K Buy
2,201
+4
+0.2% +$921 0.15% 47
2023
Q1 		$495K Buy
2,197
+5
+0.2% +$1.1K 0.15% 49
2022
Q4 		$461K Buy
+2,192
New +$464K 0.17% 61

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
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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LWMG LLC's IWB Position: Q3 2024 in Review

LWMG LLC increased its iShares Russell 1000 ETF (IWB) stake by 0.21% in Q3 2024, buying an estimated $1.21K and bringing the position to 1,869 shares worth $588K. The position accounts for 0.11% of the portfolio, ranked #51.

LWMG LLC first reported a position in IWB in Q4 2022 and has held it in 8 quarters since. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

  • LWMG LLC held 1,869 shares of iShares Russell 1000 ETF worth $588K as of Q3 2024.
  • LWMG LLC bought 4 iShares Russell 1000 ETF shares in Q3 2024, an estimated $1.21K.
  • iShares Russell 1000 ETF made up 0.11% of LWMG LLC's portfolio in Q3 2024, its #51 holding.
  • LWMG LLC first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.