NRI
IWB icon

NFP Retirement Inc’s iShares Russell 1000 ETF IWB Stock Holding History

NFP Retirement Inc’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
Q1 		– Sell
-769
Closed -$203K – 225
2021
Q4 		$203K Buy
+769
New +$198K 0.07% 136

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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

NFP Retirement Inc's IWB Position: Q1 2022 in Review

NFP Retirement Inc sold out of iShares Russell 1000 ETF (IWB) in Q1 2022, closing a stake of 769 shares — an estimated $203K sold.

NFP Retirement Inc first reported a position in IWB in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 1,045 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

  • NFP Retirement Inc reported no remaining iShares Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
  • NFP Retirement Inc sold 769 iShares Russell 1000 ETF shares in Q1 2022, an estimated $203K.
  • NFP Retirement Inc first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 1 quarter.
  • NFP Retirement Inc's iShares Russell 1000 ETF position peaked at $203K in Q4 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

Based on NFP Retirement Inc's 13F filing for Q1 2022, filed 13 Feb 2025.