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Tyler-Stone Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Tyler-Stone 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
2022
Q4 		– Sell
-20
Closed -$4K – 881
2022
Q3 		$4K Sell
20
-40
-67% -$8.77K ﹤0.01% 671
2022
Q2 		$12K Buy
+60
New +$13.6K 0.01% 519
2022
Q1 		– Sell
-60
Closed -$16K – 891
2021
Q4 		$16K Buy
+60
New +$15.4K 0.01% 518

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tyler-Stone Wealth Management's IWB Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2022, closing a stake of 20 shares — an estimated $4K sold.

Tyler-Stone Wealth Management first reported a position in IWB in Q4 2021 and held it in 3 quarters. The position peaked at $16K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

  • Tyler-Stone Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q4 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 20 iShares Russell 1000 ETF shares in Q4 2022, an estimated $4K.
  • Tyler-Stone Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's iShares Russell 1000 ETF position peaked at $16K in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.