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Sheets Smith Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Sheets Smith Wealth 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
2023
Q4 		– Sell
-415
Closed -$97.5K – 424
2023
Q3 		$97.5K Buy
+415
New +$102K 0.01% 349

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sheets Smith Wealth Management's IWB Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2023, closing a stake of 415 shares — an estimated $97.5K sold.

Sheets Smith Wealth Management first reported a position in IWB in Q3 2023 and held it in 1 quarter. The position peaked at $97.5K in Q3 2023. 1,211 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 415 iShares Russell 1000 ETF shares in Q4 2023, an estimated $97.5K.
  • Sheets Smith Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares Russell 1000 ETF position peaked at $97.5K in Q3 2023.
  • 1,211 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.