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Milestone Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Milestone Wealth’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 		$141K Hold
716
– – 0.16% 61
2022
Q2 		$149K Hold
716
– – 0.16% 60
2022
Q1 		$189K Hold
716
– – 0.15% 58
2021
Q4 		$189K Buy
+716
New +$184K 0.15% 58

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Wealth's IWB Position: Q3 2022 in Review

Milestone Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q3 2022 at 716 shares worth $141K. The position accounts for 0.16% of the portfolio, ranked #61.

Milestone Wealth first reported a position in IWB in Q4 2021 and has held it in 4 quarters since. The position peaked at $189K in Q1 2022. 1,001 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

  • Milestone Wealth held 716 shares of iShares Russell 1000 ETF worth $141K as of Q3 2022.
  • Milestone Wealth left its iShares Russell 1000 ETF share count unchanged in Q3 2022.
  • iShares Russell 1000 ETF made up 0.16% of Milestone Wealth's portfolio in Q3 2022, its #61 holding.
  • Milestone Wealth first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares Russell 1000 ETF position peaked at $189K in Q1 2022.
  • 1,001 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.