Running Point Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Running Point Capital 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
2021 Q4	–	Sell	-262	Closed	-$63K	–	146
2021 Q3	$63K	Hold	262	–	–	0.03%	128
2021 Q2	$63K	Hold	262	–	–	0.03%	113
2021 Q1	$59K	Hold	262	–	–	0.03%	101
2020 Q4	$56K	Buy	+262	New	+$52.3K	0.03%	95

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Running Point Capital Advisors's IWB Position: Q4 2021 in Review

Running Point Capital Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2021, closing a stake of 262 shares — an estimated $63K sold.

Running Point Capital Advisors first reported a position in IWB in Q4 2020 and held it in 4 quarters. The position peaked at $63K in Q3 2021. 1,058 funds tracked by Wall St. Rank hold IWB as of Q4 2021.

Running Point Capital Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2021 after selling out during the quarter.
Running Point Capital Advisors sold 262 iShares Russell 1000 ETF shares in Q4 2021, an estimated $63K.
Running Point Capital Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 4 quarters.
Running Point Capital Advisors's iShares Russell 1000 ETF position peaked at $63K in Q3 2021.
1,058 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.