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

Vigilant 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
2022 Q4	–	Sell	-56	Closed	-$11K	–	531
2022 Q3	$11K	Buy	+56	New	+$12.3K	﹤0.01%	453
2019 Q1	–	Sell	-209	Closed	-$29K	–	440
2018 Q4	$29K	Hold	209	–	–	﹤0.01%	299
2018 Q3	$34K	Hold	209	–	–	﹤0.01%	309
2018 Q2	$32K	Hold	209	–	–	﹤0.01%	297
2018 Q1	$31K	Sell	209 -294	-58%	-$44.7K	﹤0.01%	275
2017 Q4	$75K	Buy	503 +294	+141%	+$42.6K	0.01%	192
2017 Q3	$29K	Buy	+209	New	+$28.7K	﹤0.01%	215

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vigilant Capital Management's IWB Position: Q4 2022 in Review

Vigilant Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2022, closing a stake of 56 shares — an estimated $11K sold.

Vigilant Capital Management first reported a position in IWB in Q3 2017 and held it in 7 quarters. The position peaked at $75K in Q4 2017. 1,077 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

Vigilant Capital Management reported no remaining iShares Russell 1000 ETF position as of Q4 2022 after selling out during the quarter.
Vigilant Capital Management sold 56 iShares Russell 1000 ETF shares in Q4 2022, an estimated $11K.
Vigilant Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2017 and held it in 7 quarters.
Vigilant Capital Management's iShares Russell 1000 ETF position peaked at $75K in Q4 2017.
1,077 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Vigilant Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.