Private Portfolio Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Private Portfolio Partners’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 Q4	$505K	Buy	1,566 +181	+13%	+$58.6K	0.09%	166
2024 Q3	$435K	Buy	+1,385	New	+$419K	0.08%	179
2024 Q2	–	Sell	-1,385	Closed	-$399K	–	168
2024 Q1	$399K	Hold	1,385	–	–	0.08%	175
2023 Q4	$363K	Buy	1,385 +59	+4%	+$14.4K	0.08%	180
2023 Q3	$311K	Hold	1,326	–	–	0.08%	188
2023 Q2	$323K	Hold	1,326	–	–	0.08%	184
2023 Q1	$299K	Hold	1,326	–	–	0.08%	187
2022 Q4	$279K	Buy	1,326 +201	+18%	+$42.5K	0.07%	208
2022 Q3	$222K	Hold	1,125	–	–	0.06%	237
2022 Q2	$234K	Hold	1,125	–	–	0.07%	234
2022 Q1	$281K	Buy	1,125 +191	+20%	+$47.2K	0.07%	231
2021 Q4	$247K	Sell	934 -10	-1%	-$2.57K	0.06%	242
2021 Q3	$228K	Buy	+944	New	+$235K	0.07%	233

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

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

Millennium Management New York $240B AUM 35.51% 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

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

Private Portfolio Partners's IWB Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares Russell 1000 ETF (IWB) stake by 13% in Q4 2024, buying an estimated $58.6K and bringing the position to 1,566 shares worth $505K. The position accounts for 0.09% of the portfolio, ranked #166.

Private Portfolio Partners first reported a position in IWB in Q3 2021 and has held it in 13 quarters since. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

Private Portfolio Partners held 1,566 shares of iShares Russell 1000 ETF worth $505K as of Q4 2024.
Private Portfolio Partners bought 181 iShares Russell 1000 ETF shares in Q4 2024, an estimated $58.6K.
iShares Russell 1000 ETF made up 0.09% of Private Portfolio Partners's portfolio in Q4 2024, its #166 holding.
Private Portfolio Partners first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 13 quarters since.
1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.