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

Southern 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 Q1	$1.91M	Sell	8,487 -30	-0.4%	-$6.6K	0.74%	36
2022 Q4	$1.79M	Buy	8,517 +416	+5%	+$88.1K	0.72%	35
2022 Q3	$1.73M	Sell	8,101 -131	-2%	-$28.7K	0.69%	34
2022 Q2	$1.71M	Sell	8,232 -1,176	-13%	-$266K	0.66%	31
2022 Q1	$2.35M	Buy	9,408 +26	+0.3%	+$6.42K	0.77%	32
2021 Q4	$2.48M	Buy	9,382 +396	+4%	+$102K	0.98%	27
2021 Q3	$2.17M	Buy	8,986 +128	+1%	+$31.8K	0.64%	33
2021 Q2	$2.21M	Buy	8,858 +648	+8%	+$153K	0.64%	33
2021 Q1	$1.84M	Buy	8,210 +1,885	+30%	+$413K	0.61%	33
2020 Q4	$1.34M	Buy	6,325 +20	+0.3%	+$3.99K	0.51%	35
2020 Q3	$1.18M	Sell	6,305 -536	-8%	-$99K	0.43%	36
2020 Q2	$1.17M	Buy	+6,841	New	+$1.11M	0.23%	32

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

BlackRock New York $5.72T AUM 30.48% 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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

Southern Wealth Management's IWB Position: Q1 2023 in Review

Southern Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.35% in Q1 2023, selling an estimated $6.6K and leaving 8,487 shares worth $1.91M. The position accounts for 0.74% of the portfolio, ranked #36.

Southern Wealth Management first reported a position in IWB in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.48M in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Southern Wealth Management held 8,487 shares of iShares Russell 1000 ETF worth $1.91M as of Q1 2023.
Southern Wealth Management sold 30 iShares Russell 1000 ETF shares in Q1 2023, an estimated $6.6K.
iShares Russell 1000 ETF made up 0.74% of Southern Wealth Management's portfolio in Q1 2023, its #36 holding.
Southern Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 12 quarters since.
Southern Wealth Management's iShares Russell 1000 ETF position peaked at $2.48M in Q4 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.