State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s iShares Russell 1000 ETF IWB Stock Holding History

State of Wisconsin Investment Board’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
-160,500
Closed -$46.2M – 2340
2024
Q1 		$46.2M Sell
160,500
-205,700
-56% -$56.4M 0.12% 148
2023
Q4 		$96M Sell
366,200
-70,300
-16% -$17.2M 0.27% 62
2023
Q3 		$103M Buy
436,500
+76,100
+21% +$18.6M 0.32% 55
2023
Q2 		$87.8M Sell
360,400
-2,300
-0.6% -$530K 0.25% 74
2023
Q1 		$81.7M Buy
362,700
+23,200
+7% +$5.11M 0.24% 77
2022
Q4 		$71.5M Buy
339,500
+111,900
+49% +$23.7M 0.23% 85
2022
Q3 		$44.9M Sell
227,600
-10,500
-4% -$2.3M 0.14% 135
2022
Q2 		$49.5M Buy
238,100
+2,600
+1% +$588K 0.13% 146
2022
Q1 		$58.9M Buy
235,500
+105,100
+81% +$25.9M 0.12% 154
2021
Q4 		$34.5M Sell
130,400
-51,300
-28% -$13.2M 0.07% 314
2021
Q3 		$43.9M Buy
181,700
+28,000
+18% +$6.96M 0.09% 241
2021
Q2 		$37.2M Buy
+153,700
New +$36.2M 0.08% 295

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 $424B AUM 22.96% 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 $34.1B AUM 29.2% 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 $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board's IWB Position: Q2 2024 in Review

State of Wisconsin Investment Board sold out of iShares Russell 1000 ETF (IWB) in Q2 2024, closing a stake of 160,500 shares — an estimated $46.2M sold.

State of Wisconsin Investment Board first reported a position in IWB in Q2 2021 and held it in 12 quarters. The position peaked at $103M in Q3 2023. 1,252 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

  • State of Wisconsin Investment Board reported no remaining iShares Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 160,500 iShares Russell 1000 ETF shares in Q2 2024, an estimated $46.2M.
  • State of Wisconsin Investment Board first reported a position in iShares Russell 1000 ETF in Q2 2021 and held it in 12 quarters.
  • State of Wisconsin Investment Board's iShares Russell 1000 ETF position peaked at $103M in Q3 2023.
  • 1,252 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2024, filed 14 Aug 2024.