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Money Concepts Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,418
Closed -$299K – 1727
2022
Q4 		$299K Buy
+1,418
New +$300K 0.01% 560
2022
Q2 		– Sell
-1,365
Closed -$341K – 2056
2022
Q1 		$341K Buy
+1,365
New +$337K 0.02% 545
2021
Q1 		– Sell
-26
Closed -$6K – 743
2020
Q4 		$6K Buy
+26
New +$5.19K ﹤0.01% 619

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's IWB Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 1,418 shares — an estimated $299K sold.

Money Concepts Capital first reported a position in IWB in Q4 2020 and held it in 3 quarters. The position peaked at $341K in Q1 2022. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,418 iShares Russell 1000 ETF shares in Q1 2023, an estimated $299K.
  • Money Concepts Capital first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 3 quarters.
  • Money Concepts Capital's iShares Russell 1000 ETF position peaked at $341K in Q1 2022.
  • 1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.