TPW
IWB icon

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

Talon Private Wealth’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 		– Sell
-41
Closed -$12.9K – 327
2024
Q3 		$12.9K Buy
+41
New +$12.4K ﹤0.01% 154

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Talon Private Wealth's IWB Position: Q4 2024 in Review

Talon Private Wealth sold out of iShares Russell 1000 ETF (IWB) in Q4 2024, closing a stake of 41 shares — an estimated $12.9K sold.

Talon Private Wealth first reported a position in IWB in Q3 2024 and held it in 1 quarter. The position peaked at $12.9K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • Talon Private Wealth reported no remaining iShares Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
  • Talon Private Wealth sold 41 iShares Russell 1000 ETF shares in Q4 2024, an estimated $12.9K.
  • Talon Private Wealth first reported a position in iShares Russell 1000 ETF in Q3 2024 and held it in 1 quarter.
  • Talon Private Wealth's iShares Russell 1000 ETF position peaked at $12.9K in Q3 2024.
  • 1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Talon Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.