Steward Partners Investment Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Steward Partners Investment Solutions’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 Q1	$762K	Buy	+2,644	New	+$725K	0.13%	117

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Steward Partners Investment Solutions's IWB Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2024: 2,644 shares worth $762K. The stake represents 0.13% of the portfolio and ranks #117 among its holdings.

1,226 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

Steward Partners Investment Solutions held 2,644 shares of iShares Russell 1000 ETF worth $762K as of Q1 2024.
iShares Russell 1000 ETF was a new Steward Partners Investment Solutions position in Q1 2024.
iShares Russell 1000 ETF made up 0.13% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #117 holding.
1,226 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.