Permit Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Permit Capital 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
2022 Q1	$1.75M	Buy	+7,107	New	+$1.75M	0.67%	38

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Permit Capital Advisors's IWB Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2022: 7,107 shares worth $1.75M. The stake represents 0.67% of the portfolio and ranks #38 among its holdings.

1,045 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

Permit Capital Advisors held 7,107 shares of iShares Russell 1000 ETF worth $1.75M as of Q1 2022.
iShares Russell 1000 ETF was a new Permit Capital Advisors position in Q1 2022.
iShares Russell 1000 ETF made up 0.67% of Permit Capital Advisors's portfolio in Q1 2022, its #38 holding.
1,045 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.