RFP Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

RFP Financial 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
2024 Q3	–	Sell	-565	Closed	-$168K	–	450
2024 Q2	$168K	Sell	565 -20	-3%	-$5.74K	0.06%	119
2024 Q1	$168K	Hold	585	–	–	0.07%	102
2023 Q4	$153K	Hold	585	–	–	0.06%	104
2023 Q3	$137K	Sell	585 -32	-5%	-$7.83K	0.06%	102
2023 Q2	$150K	Buy	617 +32	+5%	+$7.37K	0.06%	116
2023 Q1	$132K	Sell	585 -47	-7%	-$10.3K	0.15%	50
2022 Q4	$133K	Buy	+632	New	+$134K	0.06%	115

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RFP Financial Group's IWB Position: Q3 2024 in Review

RFP Financial Group sold out of iShares Russell 1000 ETF (IWB) in Q3 2024, closing a stake of 565 shares — an estimated $168K sold.

RFP Financial Group first reported a position in IWB in Q4 2022 and held it in 7 quarters. The position peaked at $168K in Q1 2024. 1,271 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

RFP Financial Group reported no remaining iShares Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
RFP Financial Group sold 565 iShares Russell 1000 ETF shares in Q3 2024, an estimated $168K.
RFP Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 7 quarters.
RFP Financial Group's iShares Russell 1000 ETF position peaked at $168K in Q1 2024.
1,271 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.