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

Ten Capital 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	-37	Closed	-$8.33K	–	361
2023 Q1	$8.33K	Buy	+37	New	+$8.14K	﹤0.01%	382
2021 Q3	–	Sell	-149	Closed	-$36K	–	464
2021 Q2	$36K	Sell	149 -12	-7%	-$2.83K	0.01%	201
2021 Q1	$36K	Buy	161 +1	+0.6%	+$219	0.01%	190
2020 Q4	$34K	Buy	+160	New	+$31.9K	0.01%	187

Other funds holding IWB

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ten Capital Wealth Advisors's IWB Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2023, closing a stake of 37 shares — an estimated $8.33K sold.

Ten Capital Wealth Advisors first reported a position in IWB in Q4 2020 and held it in 4 quarters. The position peaked at $36K in Q2 2021. 1,102 funds tracked by Wall St. Rank hold IWB as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 37 iShares Russell 1000 ETF shares in Q2 2023, an estimated $8.33K.
Ten Capital Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 4 quarters.
Ten Capital Wealth Advisors's iShares Russell 1000 ETF position peaked at $36K in Q2 2021.
1,102 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.