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Patriot Investment Management Group’s iShares Russell 1000 ETF IWB Stock Holding History

Patriot Investment Management Group’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
Q1 		– Sell
-123
Closed -$27.6K – 317
2022
Q4 		$27.6K Buy
+123
New +$26K ﹤0.01% 323
2020
Q3 		– Sell
-124
Closed -$21.3K – 421
2020
Q2 		$21.3K Buy
+124
New +$20.1K ﹤0.01% 412

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Patriot Investment Management Group's IWB Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 123 shares — an estimated $27.6K sold.

Patriot Investment Management Group first reported a position in IWB in Q2 2020 and held it in 2 quarters. The position peaked at $27.6K in Q4 2022. 1,061 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 123 iShares Russell 1000 ETF shares in Q1 2023, an estimated $27.6K.
  • Patriot Investment Management Group first reported a position in iShares Russell 1000 ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares Russell 1000 ETF position peaked at $27.6K in Q4 2022.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.