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Resource Planning Group’s iShares Russell 1000 ETF IWB Stock Holding History

Resource Planning Group’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
2023
Q4 		$542K Sell
3,995
-479
-11% -$117K 0.34% 47
2023
Q3 		$598K Hold
4,474
– – 0.51% 34
2023
Q2 		$621K Sell
4,474
-151
-3% -$34.8K 0.5% 33
2023
Q1 		$607K Sell
4,625
-44
-0.9% -$9.68K 0.49% 34
2022
Q4 		$577K Sell
4,669
-13
-0.3% -$2.75K 0.46% 37
2022
Q3 		$543K Sell
4,682
-35
-0.7% -$7.67K 0.47% 38
2022
Q2 		$579K Hold
4,717
– – 0.48% 39
2022
Q1 		$697K Sell
4,717
-435
-8% -$107K 0.5% 35
2021
Q4 		$853K Sell
5,152
-130
-2% -$33.5K 0.57% 36
2021
Q3 		$811K Sell
5,282
-415
-7% -$103K 0.51% 38
2021
Q2 		$912K Sell
5,697
-276
-5% -$65K 0.53% 35
2021
Q1 		$905K Sell
5,973
-220
-4% -$48.2K 0.59% 31
2020
Q4 		$903K Sell
6,193
-198
-3% -$39.5K 0.64% 30
2020
Q3 		$835K Sell
6,391
-479
-7% -$88.5K 0.63% 32
2020
Q2 		$848K Sell
6,870
-202
-3% -$32.7K 0.63% 26
2020
Q1 		$728K Sell
7,072
-2,846
-29% -$481K 0.63% 23
2019
Q4 		$1.43M Buy
9,918
+431
+5% +$73.6K 0.82% 21
2019
Q3 		$1.56M Sell
9,487
-189
-2% -$31K 0.91% 20
2019
Q2 		$1.57M Buy
9,676
+101
+1% +$16.2K 0.93% 21
2019
Q1 		$1.51M Sell
9,575
-1,130
-11% -$171K 1% 18
2018
Q4 		$1.49M Sell
10,705
-6,044
-36% -$904K 1.11% 18
2018
Q3 		$2.71M Buy
+16,749
New +$2.66M 2.11% 11

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Resource Planning Group's IWB Position: Q4 2023 in Review

Resource Planning Group reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q4 2023, selling an estimated $117K and leaving 3,995 shares worth $542K. The position accounts for 0.34% of the portfolio, ranked #47.

Resource Planning Group first reported a position in IWB in Q3 2018 and has held it in 22 quarters since. The position peaked at $2.71M in Q3 2018. 1,211 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

  • Resource Planning Group held 3,995 shares of iShares Russell 1000 ETF worth $542K as of Q4 2023.
  • Resource Planning Group sold 479 iShares Russell 1000 ETF shares in Q4 2023, an estimated $117K.
  • iShares Russell 1000 ETF made up 0.34% of Resource Planning Group's portfolio in Q4 2023, its #47 holding.
  • Resource Planning Group first reported a position in iShares Russell 1000 ETF in Q3 2018 and has held it in 22 quarters since.
  • Resource Planning Group's iShares Russell 1000 ETF position peaked at $2.71M in Q3 2018.
  • 1,211 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.