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Matrix Private Capital Group’s iShares Russell 1000 ETF IWB Stock Holding History

Matrix Private Capital 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
2022
Q3 		– Sell
-18
Closed -$4K – 216
2022
Q2 		$4K Buy
+18
New +$4.07K ﹤0.01% 234

Other funds holding IWB

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Matrix Private Capital Group's IWB Position: Q3 2022 in Review

Matrix Private Capital Group sold out of iShares Russell 1000 ETF (IWB) in Q3 2022, closing a stake of 18 shares — an estimated $4K sold.

Matrix Private Capital Group first reported a position in IWB in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 1,000 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

  • Matrix Private Capital Group reported no remaining iShares Russell 1000 ETF position as of Q3 2022 after selling out during the quarter.
  • Matrix Private Capital Group sold 18 iShares Russell 1000 ETF shares in Q3 2022, an estimated $4K.
  • Matrix Private Capital Group first reported a position in iShares Russell 1000 ETF in Q2 2022 and held it in 1 quarter.
  • Matrix Private Capital Group's iShares Russell 1000 ETF position peaked at $4K in Q2 2022.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

Based on Matrix Private Capital Group's 13F filing for Q3 2022, filed 14 Nov 2022.