TCI Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-200	Closed	-$45K	–	1210
2023 Q1	$45K	Sell	200 -42	-17%	-$9.24K	0.01%	456
2022 Q4	$50.9K	Buy	242 +42	+21%	+$8.89K	0.01%	407
2022 Q3	$39K	Sell	200 -93	-32%	-$20.4K	0.01%	434
2022 Q2	$61K	Buy	293 +273	+1,365%	+$61.7K	0.01%	324
2022 Q1	$5K	Hold	20	–	–	﹤0.01%	1557
2021 Q4	$5K	Hold	20	–	–	﹤0.01%	1668
2021 Q3	$5K	Hold	20	–	–	﹤0.01%	1604
2021 Q2	$5K	Hold	20	–	–	﹤0.01%	1450
2021 Q1	$4K	Hold	20	–	–	﹤0.01%	1382
2020 Q4	$4K	Hold	20	–	–	﹤0.01%	974
2020 Q3	$4K	Hold	20	–	–	﹤0.01%	853
2020 Q2	$3K	Hold	20	–	–	﹤0.01%	910
2020 Q1	$3K	Sell	20 -10	-33%	-$1.69K	﹤0.01%	879
2019 Q4	$5K	Hold	30	–	–	﹤0.01%	851
2019 Q3	$5K	Sell	30 -577	-95%	-$94.7K	﹤0.01%	810
2019 Q2	$99K	Buy	607 +30	+5%	+$4.8K	0.04%	208
2019 Q1	$91K	Buy	+577	New	+$87.2K	0.04%	244
2018 Q1	–	Sell	-650	Closed	-$97K	–	1393
2017 Q4	$97K	Buy	+650	New	+$94.1K	0.04%	235
2017 Q3	–	Sell	-115	Closed	-$16K	–	1350
2017 Q2	$16K	Hold	115	–	–	0.01%	498
2017 Q1	$15K	Buy	+115	New	+$14.9K	0.01%	495
2015 Q2	–	Sell	-95	Closed	-$11K	–	980
2015 Q1	$11K	Buy	+95	New	+$11K	0.01%	439

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCI Wealth Advisors's IWB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2023, closing a stake of 200 shares — an estimated $45K sold.

TCI Wealth Advisors first reported a position in IWB in Q1 2015 and held it in 21 quarters. The position peaked at $99K in Q2 2019. 1,104 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 200 iShares Russell 1000 ETF shares in Q2 2023, an estimated $45K.
TCI Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2015 and held it in 21 quarters.
TCI Wealth Advisors's iShares Russell 1000 ETF position peaked at $99K in Q2 2019.
1,104 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.