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Rollins Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Rollins Financial’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
Q2 		– Sell
-1,503
Closed -$339K – 114
2023
Q1 		$339K Hold
1,503
– – 0.11% 80
2022
Q4 		$316K Sell
1,503
-100
-6% -$21.2K 0.12% 88
2022
Q3 		$316K Buy
+1,603
New +$352K 0.12% 77
2022
Q2 		– Sell
-955
Closed -$239K – 122
2022
Q1 		$239K Sell
955
-470
-33% -$116K 0.07% 104
2021
Q4 		$377K Buy
+1,425
New +$367K 0.11% 73

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rollins Financial's IWB Position: Q2 2023 in Review

Rollins Financial sold out of iShares Russell 1000 ETF (IWB) in Q2 2023, closing a stake of 1,503 shares — an estimated $339K sold.

Rollins Financial first reported a position in IWB in Q4 2021 and held it in 5 quarters. The position peaked at $377K in Q4 2021. 1,102 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

  • Rollins Financial reported no remaining iShares Russell 1000 ETF position as of Q2 2023 after selling out during the quarter.
  • Rollins Financial sold 1,503 iShares Russell 1000 ETF shares in Q2 2023, an estimated $339K.
  • Rollins Financial first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 5 quarters.
  • Rollins Financial's iShares Russell 1000 ETF position peaked at $377K in Q4 2021.
  • 1,102 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on Rollins Financial's 13F filing for Q2 2023, filed 8 Aug 2023.