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Shilanski & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Shilanski & Associates’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 		– Sell
-20,311
Closed -$4.01M – 152
2022
Q3 		$4.01M Buy
+20,311
New +$4.45M 1.47% 17

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 29.18% 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

Shilanski & Associates's IWB Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares Russell 1000 ETF (IWB) in Q4 2022, closing a stake of 20,311 shares — an estimated $4.01M sold.

Shilanski & Associates first reported a position in IWB in Q3 2022 and held it in 1 quarter. The position peaked at $4.01M in Q3 2022. 1,076 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares Russell 1000 ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 20,311 iShares Russell 1000 ETF shares in Q4 2022, an estimated $4.01M.
  • Shilanski & Associates first reported a position in iShares Russell 1000 ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares Russell 1000 ETF position peaked at $4.01M in Q3 2022.
  • 1,076 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.