Olympiad Research’s iShares Russell 1000 ETF IWB Stock Holding History

Olympiad Research’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 Q3	–	Sell	-1,377	Closed	-$286K	–	295
2022 Q2	$286K	Sell	1,377 -4,236	-75%	-$957K	0.13%	168
2022 Q1	$1.4M	Sell	5,613 -2,457	-30%	-$607K	0.43%	73
2021 Q4	$2.13M	Buy	8,070 +1,158	+17%	+$298K	0.77%	33
2021 Q3	$1.67M	Buy	6,912 +2,162	+46%	+$537K	0.51%	74
2021 Q2	$1.15M	Buy	4,750 +3,684	+346%	+$868K	0.4%	89
2021 Q1	$239K	Buy	+1,066	New	+$233K	0.1%	154
2020 Q4	–	Sell	-14,597	Closed	-$2.73M	–	244
2020 Q3	$2.73M	Buy	14,597 +12,795	+710%	+$2.36M	1.39%	11
2020 Q2	$309K	Sell	1,802 -2,811	-61%	-$455K	0.22%	104
2020 Q1	$653K	Buy	+4,613	New	+$780K	0.66%	17

Other funds holding IWB

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Olympiad Research's IWB Position: Q3 2022 in Review

Olympiad Research sold out of iShares Russell 1000 ETF (IWB) in Q3 2022, closing a stake of 1,377 shares — an estimated $286K sold.

Olympiad Research first reported a position in IWB in Q1 2020 and held it in 9 quarters. The position peaked at $2.73M in Q3 2020. 1,000 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

Olympiad Research reported no remaining iShares Russell 1000 ETF position as of Q3 2022 after selling out during the quarter.
Olympiad Research sold 1,377 iShares Russell 1000 ETF shares in Q3 2022, an estimated $286K.
Olympiad Research first reported a position in iShares Russell 1000 ETF in Q1 2020 and held it in 9 quarters.
Olympiad Research's iShares Russell 1000 ETF position peaked at $2.73M in Q3 2020.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.