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Syntegra Private Wealth Group’s iShares Russell 1000 ETF IWB Stock Holding History

Syntegra Private Wealth 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
2023
Q3 		– Sell
-1,050
Closed -$256K – 133
2023
Q2 		$256K Buy
+1,050
New +$242K 0.04% 117

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Syntegra Private Wealth Group's IWB Position: Q3 2023 in Review

Syntegra Private Wealth Group sold out of iShares Russell 1000 ETF (IWB) in Q3 2023, closing a stake of 1,050 shares — an estimated $256K sold.

Syntegra Private Wealth Group first reported a position in IWB in Q2 2023 and held it in 1 quarter. The position peaked at $256K in Q2 2023. 1,091 funds tracked by Wall St. Rank hold IWB as of Q3 2023.

  • Syntegra Private Wealth Group reported no remaining iShares Russell 1000 ETF position as of Q3 2023 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 1,050 iShares Russell 1000 ETF shares in Q3 2023, an estimated $256K.
  • Syntegra Private Wealth Group first reported a position in iShares Russell 1000 ETF in Q2 2023 and held it in 1 quarter.
  • Syntegra Private Wealth Group's iShares Russell 1000 ETF position peaked at $256K in Q2 2023.
  • 1,091 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2023, filed 18 Oct 2023.