Ropes Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Ropes Wealth 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
2023 Q3	$1.1M	Hold	4,698	–	–	0.21%	98
2023 Q2	$1.15M	Hold	4,698	–	–	0.19%	108
2023 Q1	$1.06M	Hold	4,698	–	–	0.19%	111
2022 Q4	$989K	Hold	4,698	–	–	0.18%	114
2022 Q3	$927K	Hold	4,698	–	–	0.19%	106
2022 Q2	$976K	Hold	4,698	–	–	0.2%	109
2022 Q1	$1.18M	Hold	4,698	–	–	0.2%	109
2021 Q4	$1.24M	Hold	4,698	–	–	0.22%	99
2021 Q3	$1.14M	Sell	4,698 -1,032	-18%	-$257K	0.18%	105
2021 Q2	$1.39M	Buy	5,730 +3,354	+141%	+$790K	0.22%	94
2021 Q1	$554K	Sell	2,376 -114	-5%	-$25K	0.1%	159
2020 Q4	$527K	Buy	2,490 +645	+35%	+$129K	0.08%	150
2020 Q3	$345K	Hold	1,845	–	–	0.07%	164
2020 Q2	$317K	Hold	1,845	–	–	0.06%	164
2020 Q1	$261K	Hold	1,845	–	–	0.07%	158
2019 Q4	$329K	Hold	1,845	–	–	0.07%	169
2019 Q3	$304K	Hold	1,845	–	–	0.06%	178
2019 Q2	$300K	Hold	1,845	–	–	0.06%	192
2019 Q1	$290K	Hold	1,845	–	–	0.08%	188
2018 Q4	$256K	Hold	1,845	–	–	0.07%	189
2018 Q3	$298K	Buy	1,845 +1,032	+127%	+$164K	0.07%	189
2018 Q2	$124K	Hold	813	–	–	0.03%	265
2018 Q1	$119K	Hold	813	–	–	0.03%	255
2017 Q4	$121K	Hold	813	–	–	0.03%	254
2017 Q3	$114K	Hold	813	–	–	0.03%	256
2017 Q2	$110K	Hold	813	–	–	0.03%	259
2017 Q1	$107K	Hold	813	–	–	0.03%	262
2016 Q4	$101K	Hold	813	–	–	0.03%	259
2016 Q3	$98K	Buy	+813	New	+$97.7K	0.03%	244

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

BlackRock New York $5.72T AUM 30.48% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ropes Wealth Advisors's IWB Position: Q3 2023 in Review

Ropes Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q3 2023 at 4,698 shares worth $1.1M. The position accounts for 0.21% of the portfolio, ranked #98.

Ropes Wealth Advisors first reported a position in IWB in Q3 2016 and has held it in 29 quarters since. The position peaked at $1.39M in Q2 2021. 1,091 funds tracked by Wall St. Rank hold IWB as of Q3 2023.

Ropes Wealth Advisors held 4,698 shares of iShares Russell 1000 ETF worth $1.1M as of Q3 2023.
Ropes Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q3 2023.
iShares Russell 1000 ETF made up 0.21% of Ropes Wealth Advisors's portfolio in Q3 2023, its #98 holding.
Ropes Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q3 2016 and has held it in 29 quarters since.
Ropes Wealth Advisors's iShares Russell 1000 ETF position peaked at $1.39M in Q2 2021.
1,091 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.