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SpiderRock Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

SpiderRock 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 		$6.38M Buy
20,287
+571
+3% +$173K 0.1% 150
2024
Q2 		$5.87M Buy
19,716
+10,348
+110% +$2.97M 0.12% 126
2024
Q1 		$2.65M Buy
+9,368
New +$2.57M 0.07% 212

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SpiderRock Advisors's IWB Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares Russell 1000 ETF (IWB) stake by 2.9% in Q3 2024, buying an estimated $173K and bringing the position to 20,287 shares worth $6.38M. The position accounts for 0.1% of the portfolio, ranked #150.

SpiderRock Advisors first reported a position in IWB in Q1 2024 and has held it in 3 quarters since. 1,267 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

  • SpiderRock Advisors held 20,287 shares of iShares Russell 1000 ETF worth $6.38M as of Q3 2024.
  • SpiderRock Advisors bought 571 iShares Russell 1000 ETF shares in Q3 2024, an estimated $173K.
  • iShares Russell 1000 ETF made up 0.1% of SpiderRock Advisors's portfolio in Q3 2024, its #150 holding.
  • SpiderRock Advisors first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,267 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

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