SCM
IWB icon

Saxony Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Saxony Capital Management’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
2024
Q1 		– Sell
-2,335
Closed -$612K – 125
2023
Q4 		$612K Buy
+2,335
New +$572K 0.81% 33

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Saxony Capital Management's IWB Position: Q1 2024 in Review

Saxony Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2024, closing a stake of 2,335 shares — an estimated $612K sold.

Saxony Capital Management first reported a position in IWB in Q4 2023 and held it in 1 quarter. The position peaked at $612K in Q4 2023. 1,222 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

  • Saxony Capital Management reported no remaining iShares Russell 1000 ETF position as of Q1 2024 after selling out during the quarter.
  • Saxony Capital Management sold 2,335 iShares Russell 1000 ETF shares in Q1 2024, an estimated $612K.
  • Saxony Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 1 quarter.
  • Saxony Capital Management's iShares Russell 1000 ETF position peaked at $612K in Q4 2023.
  • 1,222 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Saxony Capital Management's 13F filing for Q1 2024, filed 30 Apr 2024.