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

Twele 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
2024
Q1 		– Sell
-328,172
Closed -$86.1M – 41
2023
Q4 		$86.1M Sell
328,172
-29,850
-8% -$7.31M 13.82% 1
2023
Q3 		$84.1M Sell
358,022
-33,110
-8% -$8.11M 14.43% 1
2023
Q2 		$95.3M Sell
391,132
-34,800
-8% -$8.01M 15.37% 1
2023
Q1 		$95.9M Sell
425,932
-36,600
-8% -$8.06M 15.68% 1
2022
Q4 		$97.4M Sell
462,532
-17,200
-4% -$3.64M 15.98% 1
2022
Q3 		$94.7M Sell
479,732
-47,350
-9% -$10.4M 16.35% 1
2022
Q2 		$110M Buy
527,082
+1,279
+0.2% +$289K 17.24% 1
2022
Q1 		$131M Sell
525,803
-5,013
-0.9% -$1.24M 17.81% 1
2021
Q4 		$140M Sell
530,816
-23,866
-4% -$6.14M 17.73% 1
2021
Q3 		$134M Buy
554,682
+328,800
+146% +$81.7M 17.65% 1
2021
Q2 		$54.7M Sell
225,882
-14,556
-6% -$3.43M 8.48% 4
2021
Q1 		$53.8M Buy
+240,438
New +$52.6M 8.61% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Twele Capital Management's IWB Position: Q1 2024 in Review

Twele Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2024, closing a stake of 328,172 shares — an estimated $86.1M sold.

Twele Capital Management first reported a position in IWB in Q1 2021 and held it in 12 quarters. The position peaked at $140M in Q4 2021. 1,223 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

  • Twele Capital Management reported no remaining iShares Russell 1000 ETF position as of Q1 2024 after selling out during the quarter.
  • Twele Capital Management sold 328,172 iShares Russell 1000 ETF shares in Q1 2024, an estimated $86.1M.
  • Twele Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2021 and held it in 12 quarters.
  • Twele Capital Management's iShares Russell 1000 ETF position peaked at $140M in Q4 2021.
  • 1,223 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Twele Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.