Thoroughbred Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Thoroughbred Financial Services’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	-908	Closed	-$270K	–	672
2024 Q2	$270K	Buy	+908	New	+$261K	0.02%	527
2024 Q1	–	Sell	-2,291	Closed	-$600K	–	543
2023 Q4	$600K	Buy	+2,291	New	+$561K	0.05%	329

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Thoroughbred Financial Services's IWB Position: Q3 2024 in Review

Thoroughbred Financial Services sold out of iShares Russell 1000 ETF (IWB) in Q3 2024, closing a stake of 908 shares — an estimated $270K sold.

Thoroughbred Financial Services first reported a position in IWB in Q4 2023 and held it in 2 quarters. The position peaked at $600K in Q4 2023. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

Thoroughbred Financial Services reported no remaining iShares Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
Thoroughbred Financial Services sold 908 iShares Russell 1000 ETF shares in Q3 2024, an estimated $270K.
Thoroughbred Financial Services first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 2 quarters.
Thoroughbred Financial Services's iShares Russell 1000 ETF position peaked at $600K in Q4 2023.
1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on Thoroughbred Financial Services's 13F filing for Q3 2024, filed 8 Nov 2024.