TCV Trust & Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

TCV Trust & 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 Q3	–	Sell	-824	Closed	-$245K	–	203
2024 Q2	$245K	Buy	+824	New	+$237K	0.02%	181
2021 Q1	–	Sell	-1,165	Closed	-$247K	–	192
2020 Q4	$247K	Sell	1,165 -360	-24%	-$71.9K	0.03%	163
2020 Q3	$285K	Sell	1,525 -75	-5%	-$13.9K	0.04%	152
2020 Q2	$275K	Hold	1,600	–	–	0.04%	154
2020 Q1	$226K	Sell	1,600 -100	-6%	-$16.9K	0.04%	157
2019 Q4	$303K	Hold	1,700	–	–	0.04%	162
2019 Q3	$280K	Hold	1,700	–	–	0.04%	169
2019 Q2	$277K	Hold	1,700	–	–	0.04%	173
2019 Q1	$267K	Hold	1,700	–	–	0.04%	182
2018 Q4	$236K	Hold	1,700	–	–	0.03%	185
2018 Q3	$275K	Hold	1,700	–	–	0.04%	182
2018 Q2	$258K	Hold	1,700	–	–	0.04%	182
2018 Q1	$250K	Hold	1,700	–	–	0.04%	172
2017 Q4	$253K	Hold	1,700	–	–	0.04%	170
2017 Q3	$238K	Hold	1,700	–	–	0.04%	174
2017 Q2	$230K	Hold	1,700	–	–	0.03%	176
2017 Q1	$223K	Hold	1,700	–	–	0.03%	178
2016 Q4	$212K	Hold	1,700	–	–	0.03%	172
2016 Q3	$205K	Buy	+1,700	New	+$204K	0.03%	161

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TCV Trust & Wealth Management's IWB Position: Q3 2024 in Review

TCV Trust & Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2024, closing a stake of 824 shares — an estimated $245K sold.

TCV Trust & Wealth Management first reported a position in IWB in Q3 2016 and held it in 19 quarters. The position peaked at $303K in Q4 2019. 1,270 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

TCV Trust & Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
TCV Trust & Wealth Management sold 824 iShares Russell 1000 ETF shares in Q3 2024, an estimated $245K.
TCV Trust & Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2016 and held it in 19 quarters.
TCV Trust & Wealth Management's iShares Russell 1000 ETF position peaked at $303K in Q4 2019.
1,270 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on TCV Trust & Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.