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Simplicity Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Simplicity Solutions’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 		$12.1M Buy
46,105
+3,806
+9% +$932K 0.33% 56
2023
Q3 		$9.94M Sell
42,299
-287
-0.7% -$70.3K 0.32% 62
2023
Q2 		$10.4M Sell
42,586
-2,002
-4% -$461K 0.28% 68
2023
Q1 		$10M Buy
+44,588
New +$9.81M 0.26% 75
2020
Q4 		– Sell
-1,222
Closed -$229K – 959
2020
Q3 		$229K Sell
1,222
-176
-13% -$32.5K ﹤0.01% 786
2020
Q2 		$240K Sell
1,398
-857
-38% -$139K ﹤0.01% 786
2020
Q1 		$319K Sell
2,255
-4,195
-65% -$709K 0.01% 599
2019
Q4 		$1.15M Buy
+6,450
New +$1.1M 0.04% 361
2019
Q3 		– Sell
-6,806
Closed -$1.11M – 743
2019
Q2 		$1.11M Buy
6,806
+1,497
+28% +$240K 0.05% 235
2019
Q1 		$835K Sell
5,309
-3,939
-43% -$595K 0.05% 276
2018
Q4 		$1.28M Buy
9,248
+215
+2% +$32.2K 0.17% 145
2018
Q3 		$1.46M Buy
9,033
+5,473
+154% +$869K 0.08% 133
2018
Q2 		$541K Buy
+3,560
New +$536K 0.04% 237
2018
Q1 		– Sell
-17,868
Closed -$2.65M – 391
2017
Q4 		$2.65M Sell
17,868
-1,052
-6% -$152K 0.26% 64
2017
Q3 		$2.65M Sell
18,920
-2,023
-10% -$278K 1.78% 10
2017
Q2 		$2.83M Sell
20,943
-8,860
-30% -$1.18M 0.33% 55
2017
Q1 		$3.91M Sell
29,803
-831
-3% -$108K 0.6% 24
2016
Q4 		$3.81M Sell
30,634
-8,239
-21% -$1M 0.88% 15
2016
Q3 		$4.68M Sell
38,873
-1,868
-5% -$225K 2.28% 8
2016
Q2 		$4.76M Sell
40,741
-3,331
-8% -$384K 2.56% 7
2016
Q1 		$5.03M Sell
44,072
-17,413
-28% -$1.88M 3.08% 3
2015
Q4 		$6.97M Buy
61,485
+17,987
+41% +$2.06M 0.82% 8
2015
Q3 		$4.66M Sell
43,498
-2,584
-6% -$293K 5.02% 4
2015
Q2 		$5.35M Buy
+46,082
New +$5.43M 5.07% 3

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
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

Simplicity Solutions's IWB Position: Q4 2023 in Review

Simplicity Solutions increased its iShares Russell 1000 ETF (IWB) stake by 9% in Q4 2023, buying an estimated $932K and bringing the position to 46,105 shares worth $12.1M. The position accounts for 0.33% of the portfolio, ranked #56.

Simplicity Solutions first reported a position in IWB in Q2 2015 and has held it in 24 quarters since. 1,214 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

  • Simplicity Solutions held 46,105 shares of iShares Russell 1000 ETF worth $12.1M as of Q4 2023.
  • Simplicity Solutions bought 3,806 iShares Russell 1000 ETF shares in Q4 2023, an estimated $932K.
  • iShares Russell 1000 ETF made up 0.33% of Simplicity Solutions's portfolio in Q4 2023, its #56 holding.
  • Simplicity Solutions first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 24 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.