Traverso Chambers Private Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Traverso Chambers Private 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
2023 Q4	$295K	Hold	1,126	–	–	0.07%	102
2023 Q3	$265K	Sell	1,126 -4	-0.4%	-$979	0.07%	98
2023 Q2	$275K	Sell	1,130 -10	-0.9%	-$2.3K	0.07%	98
2023 Q1	$257K	Sell	1,140 -10	-0.9%	-$2.2K	0.07%	99
2022 Q4	$242K	Hold	1,150	–	–	0.07%	100
2022 Q3	$227K	Hold	1,150	–	–	0.07%	102
2022 Q2	$239K	Buy	1,150 +100	+10%	+$22.6K	0.08%	99
2022 Q1	$263K	Hold	1,050	–	–	0.08%	102
2021 Q4	$278K	Hold	1,050	–	–	0.08%	99
2021 Q3	$254K	Sell	1,050 -6	-0.6%	-$1.49K	0.08%	101
2021 Q2	$256K	Sell	1,056 -12	-1%	-$2.83K	0.08%	101
2021 Q1	$239K	Hold	1,068	–	–	0.08%	100
2020 Q4	$226K	Sell	1,068 -10	-0.9%	-$2K	0.08%	100
2020 Q3	$202K	Buy	+1,078	New	+$199K	0.08%	100

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

Morgan Stanley New York $1.66T AUM 25.57% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

Traverso Chambers Private Wealth Management's IWB Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q4 2023 at 1,126 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #102.

Traverso Chambers Private Wealth Management first reported a position in IWB in Q3 2020 and has held it in 14 quarters since. 1,211 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

Traverso Chambers Private Wealth Management held 1,126 shares of iShares Russell 1000 ETF worth $295K as of Q4 2023.
Traverso Chambers Private Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q4 2023.
iShares Russell 1000 ETF made up 0.07% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #102 holding.
Traverso Chambers Private Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 14 quarters since.
1,211 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.