RBC
IWB icon

Romano Brothers & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-159
Closed -$33.5K – 623
2022
Q4 		$33.5K Buy
+159
New +$33.7K 0.01% 531

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Romano Brothers & Co's IWB Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 159 shares — an estimated $33.5K sold.

Romano Brothers & Co first reported a position in IWB in Q4 2022 and held it in 1 quarter. The position peaked at $33.5K in Q4 2022. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 159 iShares Russell 1000 ETF shares in Q1 2023, an estimated $33.5K.
  • Romano Brothers & Co first reported a position in iShares Russell 1000 ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Russell 1000 ETF position peaked at $33.5K in Q4 2022.
  • 1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.