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United Advisor Group’s iShares Russell 1000 ETF IWB Stock Holding History

United Advisor Group’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
Q3 		– Sell
-912
Closed -$271K – 350
2024
Q2 		$271K Buy
+912
New +$262K 0.08% 217
2024
Q1 		– Sell
-933
Closed -$245K – 212
2023
Q4 		$245K Buy
+933
New +$228K 0.3% 48

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 $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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Advisor Group's IWB Position: Q3 2024 in Review

United Advisor Group sold out of iShares Russell 1000 ETF (IWB) in Q3 2024, closing a stake of 912 shares — an estimated $271K sold.

United Advisor Group first reported a position in IWB in Q4 2023 and held it in 2 quarters. The position peaked at $271K in Q2 2024. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

  • United Advisor Group reported no remaining iShares Russell 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • United Advisor Group sold 912 iShares Russell 1000 ETF shares in Q3 2024, an estimated $271K.
  • United Advisor Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 2 quarters.
  • United Advisor Group's iShares Russell 1000 ETF position peaked at $271K in Q2 2024.
  • 1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on United Advisor Group's 13F filing for Q3 2024, filed 30 Oct 2024.