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PRW Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

PRW Wealth Management’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
2021
Q3 		– Sell
-5,181
Closed -$1.25M – 193
2021
Q2 		$1.25M Buy
+5,181
New +$1.22M 0.37% 83

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PRW Wealth Management's IWB Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2021, closing a stake of 5,181 shares — an estimated $1.25M sold.

PRW Wealth Management first reported a position in IWB in Q2 2021 and held it in 1 quarter. The position peaked at $1.25M in Q2 2021. 934 funds tracked by Wall St. Rank hold IWB as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 5,181 iShares Russell 1000 ETF shares in Q3 2021, an estimated $1.25M.
  • PRW Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares Russell 1000 ETF position peaked at $1.25M in Q2 2021.
  • 934 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.