Triad Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Triad Financial 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 Q3	$957K	Sell	4,076 -18	-0.4%	-$4.41K	0.34%	34
2023 Q2	$998K	Sell	4,094 -6	-0.1%	-$1.38K	0.41%	30
2023 Q1	$923K	Sell	4,100 -60	-1%	-$13.2K	0.4%	31
2022 Q4	$876K	Sell	4,160 -67	-2%	-$14.2K	0.39%	34
2022 Q3	$834K	Sell	4,227 -5	-0.1%	-$1.1K	0.45%	30
2022 Q2	$879K	Hold	4,232	–	–	0.49%	26
2022 Q1	$1.06M	Sell	4,232 -55	-1%	-$13.6K	0.57%	25
2021 Q4	$1.13M	Buy	+4,287	New	+$1.1M	0.67%	24

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Triad Financial Advisors's IWB Position: Q3 2023 in Review

Triad Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.44% in Q3 2023, selling an estimated $4.41K and leaving 4,076 shares worth $957K. The position accounts for 0.34% of the portfolio, ranked #34.

Triad Financial Advisors first reported a position in IWB in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2021. 1,091 funds tracked by Wall St. Rank hold IWB as of Q3 2023.

Triad Financial Advisors held 4,076 shares of iShares Russell 1000 ETF worth $957K as of Q3 2023.
Triad Financial Advisors sold 18 iShares Russell 1000 ETF shares in Q3 2023, an estimated $4.41K.
iShares Russell 1000 ETF made up 0.34% of Triad Financial Advisors's portfolio in Q3 2023, its #34 holding.
Triad Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's iShares Russell 1000 ETF position peaked at $1.13M in Q4 2021.
1,091 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.