Sugarloaf Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$71.5K	Hold	222	–	–	0.01%	257
2024 Q3	$69.8K	Hold	222	–	–	0.01%	274
2024 Q2	$66.1K	Hold	222	–	–	0.01%	266
2024 Q1	$63.9K	Hold	222	–	–	0.01%	267
2023 Q4	$58.2K	Hold	222	–	–	0.01%	272
2023 Q3	$52.1K	Hold	222	–	–	0.01%	286
2023 Q2	$54.1K	Hold	222	–	–	0.01%	280
2023 Q1	$50K	Hold	222	–	–	0.01%	291
2022 Q4	$46.7K	Hold	222	–	–	0.01%	294
2022 Q3	$44K	Hold	222	–	–	0.01%	302
2022 Q2	$46K	Hold	222	–	–	0.01%	299
2022 Q1	$56K	Buy	222 +67	+43%	+$16.5K	0.01%	269
2021 Q4	$41K	Hold	155	–	–	0.01%	320
2021 Q3	$37K	Hold	155	–	–	0.01%	322
2021 Q2	$38K	Sell	155 -64	-29%	-$15.1K	0.01%	314
2021 Q1	$35	Buy	219 +64	+41%	+$14K	0.01%	326
2020 Q4	$33K	Sell	155 -155	-50%	-$30.9K	0.01%	306
2020 Q3	$58K	Buy	310 +155	+100%	+$28.6K	0.02%	216
2020 Q2	$27K	Hold	155	–	–	0.01%	312
2020 Q1	$22K	Hold	155	–	–	0.01%	315
2019 Q4	$28K	Buy	+155	New	+$26.5K	0.01%	321

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 $374B AUM 17.66% 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 $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's IWB Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q4 2024 at 222 shares worth $71.5K. The position accounts for 0.01% of the portfolio, ranked #257.

Sugarloaf Wealth Management first reported a position in IWB in Q4 2019 and has held it in 21 quarters since. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

Sugarloaf Wealth Management held 222 shares of iShares Russell 1000 ETF worth $71.5K as of Q4 2024.
Sugarloaf Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q4 2024.
iShares Russell 1000 ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #257 holding.
Sugarloaf Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 21 quarters since.
1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.