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True Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

True Capital 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
Q1 		$2.42M Sell
10,738
-290
-3% -$63.8K 1.66% 17
2022
Q4 		$2.32M Buy
+11,028
New +$2.33M 1.89% 14

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

True Capital Management's IWB Position: Q1 2023 in Review

True Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 2.6% in Q1 2023, selling an estimated $63.8K and leaving 10,738 shares worth $2.42M. The position accounts for 1.66% of the portfolio, ranked #17.

True Capital Management first reported a position in IWB in Q4 2022 and has held it in 2 quarters since. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

  • True Capital Management held 10,738 shares of iShares Russell 1000 ETF worth $2.42M as of Q1 2023.
  • True Capital Management sold 290 iShares Russell 1000 ETF shares in Q1 2023, an estimated $63.8K.
  • iShares Russell 1000 ETF made up 1.66% of True Capital Management's portfolio in Q1 2023, its #17 holding.
  • True Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.