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Portfolio Strategies’s iShares Russell 1000 ETF IWB Stock Holding History

Portfolio Strategies’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
-992
Closed -$286K – 78
2024
Q1 		$286K Buy
+992
New +$272K 0.02% 119

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Portfolio Strategies's IWB Position: Q2 2024 in Review

Portfolio Strategies sold out of iShares Russell 1000 ETF (IWB) in Q2 2024, closing a stake of 992 shares — an estimated $286K sold.

Portfolio Strategies first reported a position in IWB in Q1 2024 and held it in 1 quarter. The position peaked at $286K in Q1 2024. 1,250 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

  • Portfolio Strategies reported no remaining iShares Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 992 iShares Russell 1000 ETF shares in Q2 2024, an estimated $286K.
  • Portfolio Strategies first reported a position in iShares Russell 1000 ETF in Q1 2024 and held it in 1 quarter.
  • Portfolio Strategies's iShares Russell 1000 ETF position peaked at $286K in Q1 2024.
  • 1,250 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.