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VitalStone Financial’s iShares Russell 1000 ETF IWB Stock Holding History

VitalStone Financial’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
2023
Q3 		– Sell
-23
Closed -$5K – 534
2023
Q2 		$5K Buy
+23
New +$5.3K ﹤0.01% 720

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VitalStone Financial's IWB Position: Q3 2023 in Review

VitalStone Financial sold out of iShares Russell 1000 ETF (IWB) in Q3 2023, closing a stake of 23 shares — an estimated $5K sold.

VitalStone Financial first reported a position in IWB in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 1,094 funds tracked by Wall St. Rank hold IWB as of Q3 2023.

  • VitalStone Financial reported no remaining iShares Russell 1000 ETF position as of Q3 2023 after selling out during the quarter.
  • VitalStone Financial sold 23 iShares Russell 1000 ETF shares in Q3 2023, an estimated $5K.
  • VitalStone Financial first reported a position in iShares Russell 1000 ETF in Q2 2023 and held it in 1 quarter.
  • VitalStone Financial's iShares Russell 1000 ETF position peaked at $5K in Q2 2023.
  • 1,094 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.