Realta Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Realta Investment 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
2024 Q3	–	Sell	-133	Closed	-$39.5K	–	552
2024 Q2	$39.5K	Sell	133 -77	-37%	-$22.1K	0.01%	555
2024 Q1	$60.4K	Buy	+210	New	+$57.6K	0.01%	536
2023 Q4	–	Sell	-209	Closed	-$50.9K	–	612
2023 Q3	$50.9K	Sell	209 -150	-42%	-$36.7K	0.01%	530
2023 Q2	$87.5K	Buy	+359	New	+$82.7K	0.02%	501
2023 Q1	–	Sell	-354	Closed	-$74.5K	–	623
2022 Q4	$74.5K	Sell	354 -60	-14%	-$12.7K	0.02%	521
2022 Q3	$82K	Buy	+414	New	+$90.8K	0.02%	478
2020 Q1	–	Sell	-941	Closed	-$163K	–	856
2019 Q4	$163K	Sell	941 -127	-12%	-$21.7K	0.04%	380
2019 Q3	$173K	Sell	1,068 -1,218	-53%	-$200K	0.05%	357
2019 Q2	$369K	Sell	2,286 -247	-10%	-$39.5K	0.1%	221
2019 Q1	$399K	Buy	+2,533	New	+$383K	0.18%	161

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

Realta Investment Advisors's IWB Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2024, closing a stake of 133 shares — an estimated $39.5K sold.

Realta Investment Advisors first reported a position in IWB in Q1 2019 and held it in 10 quarters. The position peaked at $399K in Q1 2019. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

Realta Investment Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 133 iShares Russell 1000 ETF shares in Q3 2024, an estimated $39.5K.
Realta Investment Advisors first reported a position in iShares Russell 1000 ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares Russell 1000 ETF position peaked at $399K in Q1 2019.
1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.