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Strategic Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Strategic Asset 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
2022
Q3 		$4K Hold
21
– – 0.01% 498
2022
Q2 		$4K Hold
21
– – 0.01% 513
2022
Q1 		$5K Hold
21
– – 0.01% 460
2021
Q4 		$5K Hold
21
– – 0.01% 434
2021
Q3 		$5K Buy
+21
New +$5.22K 0.01% 398

Other funds holding IWB

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Asset Management's IWB Position: Q3 2022 in Review

Strategic Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2022 at 21 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #498.

Strategic Asset Management first reported a position in IWB in Q3 2021 and has held it in 5 quarters since. The position peaked at $5K in Q1 2022. 1,000 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

  • Strategic Asset Management held 21 shares of iShares Russell 1000 ETF worth $4K as of Q3 2022.
  • Strategic Asset Management left its iShares Russell 1000 ETF share count unchanged in Q3 2022.
  • iShares Russell 1000 ETF made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #498 holding.
  • Strategic Asset Management first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's iShares Russell 1000 ETF position peaked at $5K in Q1 2022.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.