Source Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Source Financial 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
2024 Q3	$1.16M	Buy	3,693 +9	+0.2%	+$2.73K	0.34%	39
2024 Q2	$1.1M	Buy	3,684 +6	+0.2%	+$1.72K	0.34%	41
2024 Q1	$1.06M	Buy	3,678 +8	+0.2%	+$2.19K	0.32%	40
2023 Q4	$962K	Buy	3,670 +21	+0.6%	+$5.14K	0.3%	50
2023 Q3	$857K	Hold	3,649	–	–	0.29%	55
2023 Q2	$889K	Sell	3,649 -555	-13%	-$128K	0.29%	53
2023 Q1	$947K	Buy	4,204 +12	+0.3%	+$2.64K	0.32%	51
2022 Q4	$882K	Buy	4,192 +1,609	+62%	+$341K	0.33%	55
2022 Q3	$510K	Buy	2,583 +13	+0.5%	+$2.85K	0.2%	75
2022 Q2	$534K	Buy	2,570 +7	+0.3%	+$1.58K	0.21%	72
2022 Q1	$641K	Sell	2,563 -712	-22%	-$176K	0.19%	69
2021 Q4	$866K	Buy	3,275 +10	+0.3%	+$2.57K	0.23%	59
2021 Q3	$789K	Sell	3,265 -2,429	-43%	-$604K	0.2%	58
2021 Q2	$1.38M	Buy	5,694 +13	+0.2%	+$3.06K	0.35%	44
2021 Q1	$1.27M	Buy	5,681 +1,175	+26%	+$257K	0.34%	46
2020 Q4	$954K	Buy	+4,506	New	+$899K	0.26%	53

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

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

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

Source Financial Advisors's IWB Position: Q3 2024 in Review

Source Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.24% in Q3 2024, buying an estimated $2.73K and bringing the position to 3,693 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #39.

Source Financial Advisors first reported a position in IWB in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.38M in Q2 2021. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

Source Financial Advisors held 3,693 shares of iShares Russell 1000 ETF worth $1.16M as of Q3 2024.
Source Financial Advisors bought 9 iShares Russell 1000 ETF shares in Q3 2024, an estimated $2.73K.
iShares Russell 1000 ETF made up 0.34% of Source Financial Advisors's portfolio in Q3 2024, its #39 holding.
Source Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 16 quarters since.
Source Financial Advisors's iShares Russell 1000 ETF position peaked at $1.38M in Q2 2021.
1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.