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ShankerValleau Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

ShankerValleau Wealth 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
2022
Q2 		– Sell
-810
Closed -$203K – 18
2022
Q1 		$203K Hold
810
– – 0.12% 17
2021
Q4 		$214K Buy
+810
New +$208K 0.12% 15

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ShankerValleau Wealth Advisors's IWB Position: Q2 2022 in Review

ShankerValleau Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2022, closing a stake of 810 shares — an estimated $203K sold.

ShankerValleau Wealth Advisors first reported a position in IWB in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

  • ShankerValleau Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
  • ShankerValleau Wealth Advisors sold 810 iShares Russell 1000 ETF shares in Q2 2022, an estimated $203K.
  • ShankerValleau Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 2 quarters.
  • ShankerValleau Wealth Advisors's iShares Russell 1000 ETF position peaked at $214K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.