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Wealth CMT’s iShares Russell 1000 ETF IWB Stock Holding History

Wealth CMT’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
Q1 		– Sell
-239,445
Closed -$50.4M – 30
2022
Q4 		$50.4M Buy
239,445
+9,099
+4% +$1.93M 26.78% 1
2022
Q3 		$45.5M Sell
230,346
-2,159
-0.9% -$473K 27.28% 1
2022
Q2 		$48.3M Sell
232,505
-42,454
-15% -$9.59M 28.14% 1
2022
Q1 		$68.8M Sell
274,959
-2,833
-1% -$699K 35.07% 1
2021
Q4 		$73.5M Buy
+277,792
New +$71.5M 37.7% 1
2021
Q3 		– Sell
-285,580
Closed -$69.1M – 8
2021
Q2 		$69.1M Sell
285,580
-3,898
-1% -$918K 44.91% 1
2021
Q1 		$64.8M Buy
289,478
+4,895
+2% +$1.07M 38.17% 1
2020
Q4 		$60.3M Buy
284,583
+8,922
+3% +$1.78M 37.61% 1
2020
Q3 		$51.6M Sell
275,661
-13,892
-5% -$2.57M 38.29% 1
2020
Q2 		$49.7M Sell
289,553
-4,896
-2% -$792K 38.46% 1
2020
Q1 		$41.7M Sell
294,449
-15,103
-5% -$2.55M 38.66% 1
2019
Q4 		$55.2M Buy
+309,552
New +$52.8M 49.13% 1

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth CMT's IWB Position: Q1 2023 in Review

Wealth CMT sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 239,445 shares — an estimated $50.4M sold.

Wealth CMT first reported a position in IWB in Q4 2019 and held it in 12 quarters. The position peaked at $73.5M in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

  • Wealth CMT reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth CMT sold 239,445 iShares Russell 1000 ETF shares in Q1 2023, an estimated $50.4M.
  • Wealth CMT first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 12 quarters.
  • Wealth CMT's iShares Russell 1000 ETF position peaked at $73.5M in Q4 2021.
  • 1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Wealth CMT's 13F filing for Q1 2023, filed 17 Apr 2023.