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Second Half Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Second Half Financial Partners’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 		– Sell
-954
Closed -$232K – 91
2023
Q2 		$232K Buy
+954
New +$220K 0.05% 138

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Second Half Financial Partners's IWB Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares Russell 1000 ETF (IWB) in Q3 2023, closing a stake of 954 shares — an estimated $232K sold.

Second Half Financial Partners first reported a position in IWB in Q2 2023 and held it in 1 quarter. The position peaked at $232K in Q2 2023. 1,091 funds tracked by Wall St. Rank hold IWB as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares Russell 1000 ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 954 iShares Russell 1000 ETF shares in Q3 2023, an estimated $232K.
  • Second Half Financial Partners first reported a position in iShares Russell 1000 ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares Russell 1000 ETF position peaked at $232K in Q2 2023.
  • 1,091 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.