Peterson Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Peterson Financial 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
2024 Q3	$82.6K	Buy	+263	New	+$79.6K	0.32%	64

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

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

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

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

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

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

Peterson Financial Group's IWB Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2024: 263 shares worth $82.6K. The stake represents 0.32% of the portfolio and ranks #64 among its holdings.

1,269 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

Peterson Financial Group held 263 shares of iShares Russell 1000 ETF worth $82.6K as of Q3 2024.
iShares Russell 1000 ETF was a new Peterson Financial Group position in Q3 2024.
iShares Russell 1000 ETF made up 0.32% of Peterson Financial Group's portfolio in Q3 2024, its #64 holding.
1,269 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.