Surevest’s iShares Russell 1000 ETF IWB Stock Holding History

Surevest’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	$147K	Hold	746	–	–	0.04%	146
2022 Q2	$155K	Buy	746 +233	+45%	+$52.7K	0.04%	147
2022 Q1	$128K	Hold	513	–	–	0.03%	149
2021 Q4	$136K	Buy	+513	New	+$132K	0.03%	136
2019 Q1	–	Sell	-2,060	Closed	-$286K	–	135
2018 Q4	$286K	Buy	+2,060	New	+$308K	0.23%	89

Other funds holding IWB

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Surevest's IWB Position: Q3 2022 in Review

Surevest held its iShares Russell 1000 ETF (IWB) position steady in Q3 2022 at 746 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #146.

Surevest first reported a position in IWB in Q4 2018 and has held it in 5 quarters since. The position peaked at $286K in Q4 2018. 1,000 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

Surevest held 746 shares of iShares Russell 1000 ETF worth $147K as of Q3 2022.
Surevest left its iShares Russell 1000 ETF share count unchanged in Q3 2022.
iShares Russell 1000 ETF made up 0.04% of Surevest's portfolio in Q3 2022, its #146 holding.
Surevest first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 5 quarters since.
Surevest's iShares Russell 1000 ETF position peaked at $286K in Q4 2018.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.