Prio Wealth Limited Partnership’s iShares Russell 1000 ETF IWB Stock Holding History

Prio Wealth Limited Partnership’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	$479K	Hold	1,525	–	–	0.01%	195
2024 Q2	$454K	Hold	1,525	–	–	0.01%	196
2024 Q1	$439K	Sell	1,525 -40	-3%	-$11K	0.01%	200
2023 Q4	$410K	Hold	1,565	–	–	0.01%	196
2023 Q3	$368K	Hold	1,565	–	–	0.01%	202
2023 Q2	$381K	Hold	1,565	–	–	0.01%	202
2023 Q1	$352K	Hold	1,565	–	–	0.01%	209
2022 Q4	$329K	Hold	1,565	–	–	0.01%	211
2022 Q3	$309K	Sell	1,565 -35	-2%	-$7.67K	0.01%	213
2022 Q2	$332K	Buy	1,600 +30	+2%	+$6.78K	0.01%	214
2022 Q1	$393K	Hold	1,570	–	–	0.01%	210
2021 Q4	$415K	Hold	1,570	–	–	0.01%	212
2021 Q3	$379K	Hold	1,570	–	–	0.01%	217
2021 Q2	$380K	Hold	1,570	–	–	0.01%	218
2021 Q1	$351K	Hold	1,570	–	–	0.01%	224
2020 Q4	$333K	Hold	1,570	–	–	0.01%	225
2020 Q3	$294K	Sell	1,570 -75	-5%	-$13.9K	0.01%	214
2020 Q2	$282K	Buy	+1,645	New	+$266K	0.01%	213
2020 Q1	–	Sell	-1,225	Closed	-$219K	–	240
2019 Q4	$219K	Hold	1,225	–	–	0.01%	247
2019 Q3	$202K	Buy	+1,225	New	+$201K	0.01%	251

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prio Wealth Limited Partnership's IWB Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its iShares Russell 1000 ETF (IWB) position steady in Q3 2024 at 1,525 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #195.

Prio Wealth Limited Partnership first reported a position in IWB in Q3 2019 and has held it in 20 quarters since. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

Prio Wealth Limited Partnership held 1,525 shares of iShares Russell 1000 ETF worth $479K as of Q3 2024.
Prio Wealth Limited Partnership left its iShares Russell 1000 ETF share count unchanged in Q3 2024.
iShares Russell 1000 ETF made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #195 holding.
Prio Wealth Limited Partnership first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 20 quarters since.
1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.