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Next Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Next Financial 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
2021
Q4 		$768K Buy
2,906
+1,113
+62% +$286K 0.05% 385
2021
Q3 		$434K Buy
1,793
+670
+60% +$167K 0.03% 523
2021
Q2 		$272K Buy
1,123
+564
+101% +$133K 0.02% 720
2021
Q1 		$125K Buy
559
+289
+107% +$63.3K 0.01% 932
2020
Q4 		$57K Sell
270
-122
-31% -$24.3K 0.01% 1165
2020
Q3 		$74K Buy
+392
New +$72.4K 0.01% 980
2020
Q2 		– Sell
-494
Closed -$70K – 1239
2020
Q1 		$70K Sell
494
-3,231
-87% -$546K 0.01% 875
2019
Q4 		$664K Buy
3,725
+666
+22% +$114K 0.07% 301
2019
Q3 		$504K Sell
3,059
-24
-0.8% -$3.94K 0.05% 358
2019
Q2 		$502K Buy
+3,083
New +$494K 0.05% 346
2019
Q1 		– Sell
-1,720
Closed -$239K – 1879
2018
Q4 		$239K Buy
1,720
+1,675
+3,722% +$251K 0.05% 350
2018
Q3 		$7K Buy
+45
New +$7.14K ﹤0.01% 1091
2017
Q4 		– Sell
-474
Closed -$67K – 821
2017
Q3 		$67K Sell
474
-366
-44% -$50.2K 0.02% 616
2017
Q2 		$114K Buy
840
+356
+74% +$47.5K 0.03% 502
2017
Q1 		$64K Sell
484
-2,385
-83% -$309K 0.02% 638
2016
Q4 		$357K Buy
2,869
+324
+13% +$39.4K 0.06% 323
2016
Q3 		$307K Buy
2,545
+2,001
+368% +$240K 0.06% 345
2016
Q2 		$63K Hold
544
– – 0.02% 593
2016
Q1 		$62K Hold
544
– – 0.02% 552
2015
Q4 		$61K Sell
544
-2,000
-79% -$229K 0.02% 566
2015
Q3 		$272K Buy
2,544
+369
+17% +$41.9K 0.1% 222
2015
Q2 		$252K Hold
2,175
– – 0.09% 251
2015
Q1 		$251K Hold
2,175
– – 0.08% 265
2014
Q4 		$249K Sell
2,175
-2,640
-55% -$296K 0.08% 264
2014
Q3 		$529K Buy
+4,815
New +$532K 0.11% 222

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's IWB Position: Q4 2021 in Review

Next Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 62% in Q4 2021, buying an estimated $286K and bringing the position to 2,906 shares worth $768K. The position accounts for 0.05% of the portfolio, ranked #385.

Next Financial Group first reported a position in IWB in Q3 2014 and has held it in 25 quarters since. 1,058 funds tracked by Wall St. Rank hold IWB as of Q4 2021.

  • Next Financial Group held 2,906 shares of iShares Russell 1000 ETF worth $768K as of Q4 2021.
  • Next Financial Group bought 1,113 iShares Russell 1000 ETF shares in Q4 2021, an estimated $286K.
  • iShares Russell 1000 ETF made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #385 holding.
  • Next Financial Group first reported a position in iShares Russell 1000 ETF in Q3 2014 and has held it in 25 quarters since.
  • 1,058 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.