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OneAscent Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

OneAscent Financial Services’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
-2,176
Closed -$490K – 171
2023
Q1 		$490K Sell
2,176
-1,513
-41% -$333K 0.2% 60
2022
Q4 		$777K Buy
+3,689
New +$781K 0.33% 40

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OneAscent Financial Services's IWB Position: Q2 2023 in Review

OneAscent Financial Services sold out of iShares Russell 1000 ETF (IWB) in Q2 2023, closing a stake of 2,176 shares — an estimated $490K sold.

OneAscent Financial Services first reported a position in IWB in Q4 2022 and held it in 2 quarters. The position peaked at $777K in Q4 2022. 1,105 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

  • OneAscent Financial Services reported no remaining iShares Russell 1000 ETF position as of Q2 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 2,176 iShares Russell 1000 ETF shares in Q2 2023, an estimated $490K.
  • OneAscent Financial Services first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 2 quarters.
  • OneAscent Financial Services's iShares Russell 1000 ETF position peaked at $777K in Q4 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on OneAscent Financial Services's 13F filing for Q2 2023, filed 10 Jul 2023.