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WC Walker & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

WC Walker & Associates’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 		$22.1M Buy
100,376
+2,102
+2% +$445K 11.71% 1
2022
Q3 		$20.7M Buy
98,274
+5,282
+6% +$1.16M 11.77% 1
2022
Q2 		$19.7M Buy
92,992
+3,250
+4% +$735K 11.59% 1
2022
Q1 		$22M Buy
89,742
+1,723
+2% +$425K 11.42% 1
2021
Q4 		$22.7M Buy
88,019
+16,336
+23% +$4.2M 11.22% 1
2021
Q3 		$17.3M Buy
71,683
+3,042
+4% +$756K 9.28% 1
2021
Q2 		$16.8M Buy
68,641
+1,764
+3% +$416K 8.82% 2
2021
Q1 		$15.4M Sell
66,877
-2,097
-3% -$459K 8.71% 2
2020
Q4 		$15.3M Buy
+68,974
New +$13.8M 8.82% 2

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

WC Walker & Associates's IWB Position: Q4 2022 in Review

WC Walker & Associates increased its iShares Russell 1000 ETF (IWB) stake by 2.1% in Q4 2022, buying an estimated $445K and bringing the position to 100,376 shares worth $22.1M. The position accounts for 11.71% of the portfolio, ranked #1.

WC Walker & Associates first reported a position in IWB in Q4 2020 and has held it in 9 quarters since. The position peaked at $22.7M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

  • WC Walker & Associates held 100,376 shares of iShares Russell 1000 ETF worth $22.1M as of Q4 2022.
  • WC Walker & Associates bought 2,102 iShares Russell 1000 ETF shares in Q4 2022, an estimated $445K.
  • iShares Russell 1000 ETF made up 11.71% of WC Walker & Associates's portfolio in Q4 2022, its #1 holding.
  • WC Walker & Associates first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 9 quarters since.
  • WC Walker & Associates's iShares Russell 1000 ETF position peaked at $22.7M in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.