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Maxwell Wealth Strategies’s iShares Russell 1000 ETF IWB Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$3.39M Sell
10,529
-10
-0.1% -$3.24K 1.38% 19
2024
Q3 		$3.34M Hold
10,539
– – 1.42% 19
2024
Q2 		$3.14M Hold
10,539
– – 1.54% 18
2024
Q1 		$3.02M Hold
10,539
– – 1.53% 19
2023
Q4 		$2.76M Buy
+10,539
New +$2.58M 1.81% 16

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maxwell Wealth Strategies's IWB Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its iShares Russell 1000 ETF (IWB) stake by 0.09% in Q4 2024, selling an estimated $3.24K and leaving 10,529 shares worth $3.39M. The position accounts for 1.38% of the portfolio, ranked #19.

Maxwell Wealth Strategies first reported a position in IWB in Q4 2023 and has held it in 5 quarters since. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • Maxwell Wealth Strategies held 10,529 shares of iShares Russell 1000 ETF worth $3.39M as of Q4 2024.
  • Maxwell Wealth Strategies sold 10 iShares Russell 1000 ETF shares in Q4 2024, an estimated $3.24K.
  • iShares Russell 1000 ETF made up 1.38% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #19 holding.
  • Maxwell Wealth Strategies first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.