Opal Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Opal Wealth Advisors’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
2024 Q2	–	Sell	-774	Closed	-$223K	–	1245
2024 Q1	$223K	Sell	774 -947	-55%	-$260K	0.08%	160
2023 Q4	$451K	Buy	1,721 +805	+88%	+$197K	0.18%	87
2023 Q3	$215K	Sell	916 -375	-29%	-$91.8K	0.13%	132
2023 Q2	$315K	Buy	+1,291	New	+$297K	0.16%	89
2023 Q1	–	Sell	-2,551	Closed	-$537K	–	127
2022 Q4	$537K	Buy	+2,551	New	+$540K	0.3%	47
2022 Q1	–	Sell	-1,059	Closed	-$280K	–	118
2021 Q4	$280K	Buy	+1,059	New	+$273K	0.18%	89

Other funds holding IWB

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Opal Wealth Advisors's IWB Position: Q2 2024 in Review

Opal Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2024, closing a stake of 774 shares — an estimated $223K sold.

Opal Wealth Advisors first reported a position in IWB in Q4 2021 and held it in 6 quarters. The position peaked at $537K in Q4 2022. 1,250 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

Opal Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
Opal Wealth Advisors sold 774 iShares Russell 1000 ETF shares in Q2 2024, an estimated $223K.
Opal Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 6 quarters.
Opal Wealth Advisors's iShares Russell 1000 ETF position peaked at $537K in Q4 2022.
1,250 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Opal Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.