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Strategic Wealth Partners Group’s iShares Russell 1000 ETF IWB Stock Holding History

Strategic Wealth Partners 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
Q1 		$7.41M Sell
25,714
-479
-2% -$131K 0.82% 26
2023
Q4 		$6.87M Sell
26,193
-152
-0.6% -$37.2K 0.87% 23
2023
Q3 		$6.22M Buy
26,345
+12
+0% +$2.94K 0.92% 22
2023
Q2 		$6.42M Buy
26,333
+466
+2% +$107K 0.93% 21
2023
Q1 		$5.79M Buy
25,867
+2,769
+12% +$609K 0.95% 20
2022
Q4 		$4.86M Buy
23,098
+2,464
+12% +$522K 1.03% 16
2022
Q3 		$4.07M Sell
20,634
-1,875
-8% -$411K 0.95% 17
2022
Q2 		$4.68M Sell
22,509
-5,827
-21% -$1.32M 1.04% 17
2022
Q1 		$7.09M Buy
28,336
+4,922
+21% +$1.22M 1.35% 15
2021
Q4 		$6.19M Buy
23,414
+191
+0.8% +$49.2K 1.07% 17
2021
Q3 		$5.61M Buy
+23,223
New +$5.77M 1.07% 16
2021
Q1 		$5.32M Sell
23,755
-513
-2% -$112K 1.07% 16
2020
Q4 		$5.14M Sell
24,268
-2,914
-11% -$582K 1.09% 17
2020
Q3 		$5.09M Sell
27,182
-869
-3% -$161K 1.23% 16
2020
Q2 		$4.82M Sell
28,051
-101
-0.4% -$16.3K 1.21% 16
2020
Q1 		$3.98M Sell
28,152
-756
-3% -$128K 1.16% 16
2019
Q4 		$5.16M Buy
28,908
+778
+3% +$133K 1.22% 18
2019
Q3 		$4.63M Buy
+28,130
New +$4.62M 1.27% 15
2018
Q4 		– Sell
-18,734
Closed -$3.03K – 29
2018
Q3 		$3.03K Hold
18,734
– – 0.07% 22
2018
Q2 		$2.85K Hold
18,734
– – 0.06% 41
2018
Q1 		$2.75K Sell
18,734
-130
-0.7% -$19.8K 0.22% 36
2017
Q4 		$2.8M Sell
18,864
-1,027
-5% -$149K 1.25% 14
2017
Q3 		$2.78M Buy
19,891
+516
+3% +$70.8K 1.24% 14
2017
Q2 		$2.62M Buy
19,375
+181
+0.9% +$24.2K 1.27% 13
2017
Q1 		$2.52M Sell
19,194
-76
-0.4% -$9.84K 1.28% 12
2016
Q4 		$2.4M Hold
19,270
– – 1.14% 12
2016
Q3 		$2.32M Buy
19,270
+7,973
+71% +$958K 1.22% 11
2016
Q2 		$1.32M Buy
+11,297
New +$1.3M 0.75% 11

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Strategic Wealth Partners Group's IWB Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its iShares Russell 1000 ETF (IWB) stake by 1.8% in Q1 2024, selling an estimated $131K and leaving 25,714 shares worth $7.41M. The position accounts for 0.82% of the portfolio, ranked #26.

Strategic Wealth Partners Group first reported a position in IWB in Q2 2016 and has held it in 28 quarters since. 1,222 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

  • Strategic Wealth Partners Group held 25,714 shares of iShares Russell 1000 ETF worth $7.41M as of Q1 2024.
  • Strategic Wealth Partners Group sold 479 iShares Russell 1000 ETF shares in Q1 2024, an estimated $131K.
  • iShares Russell 1000 ETF made up 0.82% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #26 holding.
  • Strategic Wealth Partners Group first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 28 quarters since.
  • 1,222 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.