TPB Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Other funds holding IWB
TPB Wealth Advisors's IWB Position: Q1 2023 in Review
TPB Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 25% in Q1 2023, selling an estimated $5.13M and leaving 69,327 shares worth $15.6M. The position accounts for 8.51% of the portfolio, ranked #3.
TPB Wealth Advisors first reported a position in IWB in Q4 2022 and has held it in 2 quarters since. The position peaked at $19.6M in Q4 2022. 1,061 funds tracked by Wall St. Rank hold IWB as of Q1 2023.
- TPB Wealth Advisors held 69,327 shares of iShares Russell 1000 ETF worth $15.6M as of Q1 2023.
- TPB Wealth Advisors sold 23,312 iShares Russell 1000 ETF shares in Q1 2023, an estimated $5.13M.
- iShares Russell 1000 ETF made up 8.51% of TPB Wealth Advisors's portfolio in Q1 2023, its #3 holding.
- TPB Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 2 quarters since.
- TPB Wealth Advisors's iShares Russell 1000 ETF position peaked at $19.6M in Q4 2022.
- 1,061 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.
Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.