Spotlight Asset Group’s iShares Russell 1000 ETF IWB Stock Holding History

Spotlight Asset Group’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	$110K	Hold	371	–	–	0.08%	101
2024 Q1	$107K	Sell	371 -3	-0.8%	-$822	0.08%	104
2023 Q4	$87.9K	Hold	374	–	–	0.08%	106
2023 Q3	$87.9K	Hold	374	–	–	0.08%	106
2023 Q2	$91.2K	Buy	+374	New	+$86.1K	0.08%	103
2021 Q3	–	Sell	-1,087	Closed	-$263K	–	127
2021 Q2	$263K	Buy	1,087 +150	+16%	+$35.3K	0.1%	106
2021 Q1	$210K	Sell	937 -13	-1%	-$2.85K	0.08%	122
2020 Q4	$201K	Buy	+950	New	+$190K	0.07%	129

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 $424B AUM 22.94% 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 $34.1B AUM 29.2% 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

Spotlight Asset Group's IWB Position: Q2 2024 in Review

Spotlight Asset Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2024 at 371 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #101.

Spotlight Asset Group first reported a position in IWB in Q4 2020 and has held it in 8 quarters since. The position peaked at $263K in Q2 2021. 1,251 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

Spotlight Asset Group held 371 shares of iShares Russell 1000 ETF worth $110K as of Q2 2024.
Spotlight Asset Group left its iShares Russell 1000 ETF share count unchanged in Q2 2024.
iShares Russell 1000 ETF made up 0.08% of Spotlight Asset Group's portfolio in Q2 2024, its #101 holding.
Spotlight Asset Group first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 8 quarters since.
Spotlight Asset Group's iShares Russell 1000 ETF position peaked at $263K in Q2 2021.
1,251 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.