OPPS
IWB icon

Obsidian Personal Planning Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Obsidian Personal Planning Solutions’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
Q4 		– Sell
-1,279
Closed -$252K – 42
2022
Q3 		$252K Sell
1,279
-603
-32% -$132K 0.46% 32
2022
Q2 		$391K Buy
+1,882
New +$425K 0.67% 27

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Obsidian Personal Planning Solutions's IWB Position: Q4 2022 in Review

Obsidian Personal Planning Solutions sold out of iShares Russell 1000 ETF (IWB) in Q4 2022, closing a stake of 1,279 shares — an estimated $252K sold.

Obsidian Personal Planning Solutions first reported a position in IWB in Q2 2022 and held it in 2 quarters. The position peaked at $391K in Q2 2022. 1,074 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

  • Obsidian Personal Planning Solutions reported no remaining iShares Russell 1000 ETF position as of Q4 2022 after selling out during the quarter.
  • Obsidian Personal Planning Solutions sold 1,279 iShares Russell 1000 ETF shares in Q4 2022, an estimated $252K.
  • Obsidian Personal Planning Solutions first reported a position in iShares Russell 1000 ETF in Q2 2022 and held it in 2 quarters.
  • Obsidian Personal Planning Solutions's iShares Russell 1000 ETF position peaked at $391K in Q2 2022.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Obsidian Personal Planning Solutions's 13F filing for Q4 2022, filed 18 Jan 2023.