SBL
IWB icon

Sargent Bickham Lagudis’s iShares Russell 1000 ETF IWB Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$257K Buy
1,222
+56
+5% +$11.9K 0.02% 242
2022
Q3 		$230K Hold
1,166
– – 0.02% 231
2022
Q2 		$242K Hold
1,166
– – 0.02% 231
2022
Q1 		$292K Hold
1,166
– – 0.02% 215
2021
Q4 		$308K Buy
1,166
+3
+0.3% +$772 0.02% 205
2021
Q3 		$281K Hold
1,163
– – 0.02% 214
2021
Q2 		$282K Hold
1,163
– – 0.02% 218
2021
Q1 		$260K Hold
1,163
– – 0.02% 217
2020
Q4 		$246K Hold
1,163
– – 0.02% 208
2020
Q3 		$218K Sell
1,163
-72
-6% -$13.3K 0.02% 203
2020
Q2 		$212K Hold
1,235
– – 0.02% 199
2020
Q1 		$175K Hold
1,235
– – 0.02% 204
2019
Q4 		$220K Hold
1,235
– – 0.02% 193
2019
Q3 		$203K Hold
1,235
– – 0.02% 190
2019
Q2 		$201K Hold
1,235
– – 0.02% 203
2019
Q1 		$194K Hold
1,235
– – 0.02% 211
2018
Q4 		$171K Hold
1,235
– – 0.02% 215
2018
Q3 		$200K Hold
1,235
– – 0.02% 204
2018
Q2 		$188K Sell
1,235
-292
-19% -$44K 0.02% 207
2018
Q1 		$224K Sell
1,527
-348
-19% -$52.9K 0.03% 195
2017
Q4 		$279K Sell
1,875
-54
-3% -$7.82K 0.03% 186
2017
Q3 		$270K Buy
1,929
+85
+5% +$11.7K 0.03% 184
2017
Q2 		$249K Hold
1,844
– – 0.03% 189
2017
Q1 		$242K Sell
1,844
-60
-3% -$7.77K 0.03% 194
2016
Q4 		$237K Sell
1,904
-697
-27% -$84.8K 0.04% 183
2016
Q3 		$313K Hold
2,601
– – 0.05% 163
2016
Q2 		$304K Sell
2,601
-124
-5% -$14.3K 0.05% 164
2016
Q1 		$311K Buy
+2,725
New +$294K 0.05% 164

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sargent Bickham Lagudis's IWB Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares Russell 1000 ETF (IWB) stake by 4.8% in Q4 2022, buying an estimated $11.9K and bringing the position to 1,222 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #242.

Sargent Bickham Lagudis first reported a position in IWB in Q1 2016 and has held it in 28 quarters since. The position peaked at $313K in Q3 2016. 1,076 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

  • Sargent Bickham Lagudis held 1,222 shares of iShares Russell 1000 ETF worth $257K as of Q4 2022.
  • Sargent Bickham Lagudis bought 56 iShares Russell 1000 ETF shares in Q4 2022, an estimated $11.9K.
  • iShares Russell 1000 ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #242 holding.
  • Sargent Bickham Lagudis first reported a position in iShares Russell 1000 ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares Russell 1000 ETF position peaked at $313K in Q3 2016.
  • 1,076 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.