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LWS Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

LWS Wealth Advisors’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
Q4 		$2.38M Sell
9,064
-282
-3% -$69K 0.89% 28
2023
Q3 		$2.19M Buy
9,346
+324
+4% +$79.3K 0.96% 25
2023
Q2 		$2.2M Buy
9,022
+333
+4% +$76.7K 0.93% 26
2023
Q1 		$1.96M Buy
8,689
+591
+7% +$130K 0.8% 28
2022
Q4 		$1.7M Buy
8,098
+1,157
+17% +$245K 0.71% 28
2022
Q3 		$1.37M Buy
6,941
+346
+5% +$75.9K 0.52% 30
2022
Q2 		$1.37M Buy
6,595
+458
+7% +$104K 0.65% 30
2022
Q1 		$1.53M Sell
6,137
-64
-1% -$15.8K 0.65% 26
2021
Q4 		$1.64M Sell
6,201
-183
-3% -$47.1K 0.67% 26
2021
Q3 		$1.54M Buy
6,384
+20
+0.3% +$4.97K 0.68% 26
2021
Q2 		$1.54M Buy
6,364
+941
+17% +$222K 0.68% 26
2021
Q1 		$1.21M Buy
5,423
+261
+5% +$57.1K 0.55% 30
2020
Q4 		$1.09M Buy
5,162
+76
+1% +$15.2K 0.49% 31
2020
Q3 		$952K Sell
5,086
-384
-7% -$70.9K 0.47% 30
2020
Q2 		$939K Sell
5,470
-134
-2% -$21.7K 0.49% 30
2020
Q1 		$793K Sell
5,604
-654
-10% -$111K 0.52% 29
2019
Q4 		$1.12M Buy
+6,258
New +$1.07M 0.58% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

LWS Wealth Advisors's IWB Position: Q4 2023 in Review

LWS Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 3% in Q4 2023, selling an estimated $69K and leaving 9,064 shares worth $2.38M. The position accounts for 0.89% of the portfolio, ranked #28.

LWS Wealth Advisors first reported a position in IWB in Q4 2019 and has held it in 17 quarters since. 1,211 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

  • LWS Wealth Advisors held 9,064 shares of iShares Russell 1000 ETF worth $2.38M as of Q4 2023.
  • LWS Wealth Advisors sold 282 iShares Russell 1000 ETF shares in Q4 2023, an estimated $69K.
  • iShares Russell 1000 ETF made up 0.89% of LWS Wealth Advisors's portfolio in Q4 2023, its #28 holding.
  • LWS Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.