MRA Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

MRA Advisory 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
2023 Q2	–	Sell	-918	Closed	-$207K	–	143
2023 Q1	$207K	Sell	918 -1,848	-67%	-$407K	0.15%	123
2022 Q4	$582K	Buy	2,766 +100	+4%	+$21.2K	0.46%	43
2022 Q3	$530K	Buy	2,666 +318	+14%	+$69.7K	0.45%	47
2022 Q2	$488K	Buy	2,348 +533	+29%	+$120K	0.43%	51
2022 Q1	$454K	Buy	1,815 +330	+22%	+$81.5K	0.34%	60
2021 Q4	$393K	Buy	+1,485	New	+$382K	0.3%	67

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MRA Advisory Group's IWB Position: Q2 2023 in Review

MRA Advisory Group sold out of iShares Russell 1000 ETF (IWB) in Q2 2023, closing a stake of 918 shares — an estimated $207K sold.

MRA Advisory Group first reported a position in IWB in Q4 2021 and held it in 6 quarters. The position peaked at $582K in Q4 2022. 1,104 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

MRA Advisory Group reported no remaining iShares Russell 1000 ETF position as of Q2 2023 after selling out during the quarter.
MRA Advisory Group sold 918 iShares Russell 1000 ETF shares in Q2 2023, an estimated $207K.
MRA Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 6 quarters.
MRA Advisory Group's iShares Russell 1000 ETF position peaked at $582K in Q4 2022.
1,104 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on MRA Advisory Group's 13F filing for Q2 2023, filed 17 Jul 2023.