Mine & Arao Wealth Creation & Management’s iShares Russell 1000 ETF IWB Stock Holding History

Mine & Arao Wealth Creation & Management’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 Q2	–	Sell	-140	Closed	-$40.5K	–	220
2024 Q1	$40.5K	Hold	140	–	–	0.02%	149
2023 Q4	$36.7K	Buy	140 +1	+0.7%	+$245	0.02%	152
2023 Q3	$32.6K	Hold	139	–	–	0.02%	152
2023 Q2	$33.9K	Hold	139	–	–	0.02%	158
2023 Q1	$31.2K	Buy	139 +1	+0.7%	+$220	0.02%	166
2022 Q4	$29.1K	Buy	138 +1	+0.7%	+$212	0.02%	162
2022 Q3	$27K	Hold	137	–	–	0.02%	162
2022 Q2	$28K	Buy	137 +1	+0.7%	+$226	0.02%	171
2022 Q1	$34K	Hold	136	–	–	0.02%	170
2021 Q4	$36K	Buy	136 +1	+0.7%	+$257	0.02%	169
2021 Q3	$33K	Hold	135	–	–	0.02%	171
2021 Q2	$33K	Buy	135 +1	+0.7%	+$236	0.02%	165
2021 Q1	$30K	Hold	134	–	–	0.02%	163
2020 Q4	$28K	Hold	134	–	–	0.02%	158
2020 Q3	$25K	Buy	134 +1	+0.8%	+$185	0.02%	153
2020 Q2	$23K	Buy	133 +1	+0.8%	+$162	0.02%	146
2020 Q1	$19K	Hold	132	–	–	0.02%	148
2019 Q4	$24K	Buy	+132	New	+$22.5K	0.02%	159

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IWB Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2024, closing a stake of 140 shares — an estimated $40.5K sold.

Mine & Arao Wealth Creation & Management first reported a position in IWB in Q4 2019 and held it in 18 quarters. The position peaked at $40.5K in Q1 2024. 1,250 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 140 iShares Russell 1000 ETF shares in Q2 2024, an estimated $40.5K.
Mine & Arao Wealth Creation & Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's iShares Russell 1000 ETF position peaked at $40.5K in Q1 2024.
1,250 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.