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

Personal 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 Q4	$130M	Sell	615,437 -10,565	-2%	-$2.24M	0.63%	28
2022 Q3	$124M	Sell	626,002 -7,199	-1%	-$1.58M	0.67%	27
2022 Q2	$132M	Sell	633,201 -13,691	-2%	-$3.09M	0.69%	26
2022 Q1	$162M	Sell	646,892 -11,157	-2%	-$2.75M	0.76%	27
2021 Q4	$174M	Sell	658,049 -9,945	-1%	-$2.56M	0.8%	25
2021 Q3	$161M	Sell	667,994 -9,764	-1%	-$2.43M	0.81%	24
2021 Q2	$164M	Sell	677,758 -10,472	-2%	-$2.47M	0.85%	23
2021 Q1	$154M	Sell	688,230 -18,519	-3%	-$4.05M	0.89%	23
2020 Q4	$150M	Sell	706,749 -17,301	-2%	-$3.45M	0.96%	22
2020 Q3	$136M	Sell	724,050 -24,626	-3%	-$4.55M	1.02%	21
2020 Q2	$129M	Sell	748,676 -32,572	-4%	-$5.27M	1.06%	22
2020 Q1	$110M	Sell	781,248 -35,263	-4%	-$5.96M	1.09%	18
2019 Q4	$146M	Sell	816,511 -9,887	-1%	-$1.69M	1.23%	17
2019 Q3	$136M	Sell	826,398 -11,668	-1%	-$1.91M	1.3%	17
2019 Q2	$136M	Sell	838,066 -18,759	-2%	-$3M	1.39%	17
2019 Q1	$135M	Sell	856,825 -27,568	-3%	-$4.17M	1.51%	16
2018 Q4	$123M	Buy	+884,393	New	+$132M	1.64%	14

Other funds holding IWB

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Personal Capital Advisors's IWB Position: Q4 2022 in Review

Personal Capital Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.7% in Q4 2022, selling an estimated $2.24M and leaving 615,437 shares worth $130M. The position accounts for 0.63% of the portfolio, ranked #28.

Personal Capital Advisors first reported a position in IWB in Q4 2018 and has held it in 17 quarters since. The position peaked at $174M in Q4 2021. 1,076 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

Personal Capital Advisors held 615,437 shares of iShares Russell 1000 ETF worth $130M as of Q4 2022.
Personal Capital Advisors sold 10,565 iShares Russell 1000 ETF shares in Q4 2022, an estimated $2.24M.
iShares Russell 1000 ETF made up 0.63% of Personal Capital Advisors's portfolio in Q4 2022, its #28 holding.
Personal Capital Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 17 quarters since.
Personal Capital Advisors's iShares Russell 1000 ETF position peaked at $174M in Q4 2021.
1,076 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.