PSI Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

PSI Advisors’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
2022 Q3	–	Sell	-111	Closed	-$23K	–	800
2022 Q2	$23K	Hold	111	–	–	0.01%	334
2022 Q1	$28K	Hold	111	–	–	0.01%	324
2021 Q4	$29K	Hold	111	–	–	0.01%	337
2021 Q3	$27K	Buy	+111	New	+$27.6K	0.01%	348

Other funds holding IWB

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

PSI Advisors's IWB Position: Q3 2022 in Review

PSI Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2022, closing a stake of 111 shares — an estimated $23K sold.

PSI Advisors first reported a position in IWB in Q3 2021 and held it in 4 quarters. The position peaked at $29K in Q4 2021. 1,000 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

PSI Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2022 after selling out during the quarter.
PSI Advisors sold 111 iShares Russell 1000 ETF shares in Q3 2022, an estimated $23K.
PSI Advisors first reported a position in iShares Russell 1000 ETF in Q3 2021 and held it in 4 quarters.
PSI Advisors's iShares Russell 1000 ETF position peaked at $29K in Q4 2021.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

Based on PSI Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.