SF
IWB icon

SBK Financial’s iShares Russell 1000 ETF IWB Stock Holding History

SBK Financial’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 		$423K Sell
2,007
-246
-11% -$52.1K 0.67% 48
2022
Q3 		$445K Sell
2,253
-42
-2% -$9.21K 0.68% 46
2022
Q2 		$477K Buy
2,295
+1
+0% +$226 0.62% 45
2022
Q1 		$574K Buy
2,294
+1
+0% +$247 0.57% 41
2021
Q4 		$606K Buy
+2,293
New +$590K 0.48% 41

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 29.2% 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

SBK Financial's IWB Position: Q4 2022 in Review

SBK Financial reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q4 2022, selling an estimated $52.1K and leaving 2,007 shares worth $423K. The position accounts for 0.67% of the portfolio, ranked #48.

SBK Financial first reported a position in IWB in Q4 2021 and has held it in 5 quarters since. The position peaked at $606K in Q4 2021. 1,076 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

  • SBK Financial held 2,007 shares of iShares Russell 1000 ETF worth $423K as of Q4 2022.
  • SBK Financial sold 246 iShares Russell 1000 ETF shares in Q4 2022, an estimated $52.1K.
  • iShares Russell 1000 ETF made up 0.67% of SBK Financial's portfolio in Q4 2022, its #48 holding.
  • SBK Financial first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's iShares Russell 1000 ETF position peaked at $606K in Q4 2021.
  • 1,076 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.