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

Soundmark 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
2024 Q2	–	Sell	-3,683	Closed	-$1.06M	–	34
2024 Q1	$1.06M	Sell	3,683 -175	-5%	-$48K	0.47%	35
2023 Q4	$1.01M	Buy	3,858 +14	+0.4%	+$3.43K	0.5%	35
2023 Q3	$903K	Hold	3,844	–	–	0.5%	34
2023 Q2	$937K	Sell	3,844 -4	-0.1%	-$921	0.52%	35
2023 Q1	$867K	Buy	3,848 +6	+0.2%	+$1.32K	0.52%	38
2022 Q4	$809K	Buy	3,842 +16	+0.4%	+$3.39K	0.52%	38
2022 Q3	$755K	Hold	3,826	–	–	0.53%	35
2022 Q2	$795K	Buy	3,826 +6	+0.2%	+$1.36K	0.57%	33
2022 Q1	$955K	Buy	3,820 +5	+0.1%	+$1.24K	0.67%	33
2021 Q4	$1.01M	Buy	3,815 +11	+0.3%	+$2.83K	0.69%	32
2021 Q3	$919K	Hold	3,804	–	–	0.33%	38
2021 Q2	$921K	Buy	3,804 +10	+0.3%	+$2.36K	0.38%	33
2021 Q1	$849K	Hold	3,794	–	–	0.47%	33
2020 Q4	$804K	Buy	+3,794	New	+$757K	0.51%	30

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Soundmark Wealth Management's IWB Position: Q2 2024 in Review

Soundmark Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2024, closing a stake of 3,683 shares — an estimated $1.06M sold.

Soundmark Wealth Management first reported a position in IWB in Q4 2020 and held it in 14 quarters. The position peaked at $1.06M in Q1 2024. 1,250 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

Soundmark Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 3,683 iShares Russell 1000 ETF shares in Q2 2024, an estimated $1.06M.
Soundmark Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 14 quarters.
Soundmark Wealth Management's iShares Russell 1000 ETF position peaked at $1.06M in Q1 2024.
1,250 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.