V Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$299K Sell
1,275
-322
-20% -$78.8K 0.24% 84
2023
Q2
$389K Buy
1,597
+4
+0.3% +$921 0.06% 235
2023
Q1
$359K Buy
1,593
+4
+0.3% +$880 0.07% 250
2022
Q4
$334K Buy
1,589
+306
+24% +$64.8K 0.07% 259
2022
Q3
$254K Buy
+1,283
New +$281K 0.05% 315
2017
Q3
Sell
-260
Closed -$36K 456
2017
Q2
$36K Buy
+260
New +$34.7K 0.02% 363

Other funds holding IWB

V Wealth Advisors's IWB Position: Q3 2023 in Review

V Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 20% in Q3 2023, selling an estimated $78.8K and leaving 1,275 shares worth $299K. The position accounts for 0.24% of the portfolio, ranked #84.

V Wealth Advisors first reported a position in IWB in Q2 2017 and has held it in 6 quarters since. The position peaked at $389K in Q2 2023. 1,091 funds tracked by Wall St. Rank hold IWB as of Q3 2023.

  • V Wealth Advisors held 1,275 shares of iShares Russell 1000 ETF worth $299K as of Q3 2023.
  • V Wealth Advisors sold 322 iShares Russell 1000 ETF shares in Q3 2023, an estimated $78.8K.
  • iShares Russell 1000 ETF made up 0.24% of V Wealth Advisors's portfolio in Q3 2023, its #84 holding.
  • V Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2017 and has held it in 6 quarters since.
  • V Wealth Advisors's iShares Russell 1000 ETF position peaked at $389K in Q2 2023.
  • 1,091 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.