WEPOG
IWB icon

Wealth Enhancement & Preservation of GA’s iShares Russell 1000 ETF IWB Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q1 		– Sell
-60,546
Closed -$16M – 49
2021
Q4 		$16M Buy
+60,546
New +$15.6M 10.8% 2

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $34.1B AUM 29.2% 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 $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's IWB Position: Q1 2022 in Review

Wealth Enhancement & Preservation of GA sold out of iShares Russell 1000 ETF (IWB) in Q1 2022, closing a stake of 60,546 shares — an estimated $16M sold.

Wealth Enhancement & Preservation of GA first reported a position in IWB in Q4 2021 and held it in 1 quarter. The position peaked at $16M in Q4 2021. 1,046 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 60,546 iShares Russell 1000 ETF shares in Q1 2022, an estimated $16M.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's iShares Russell 1000 ETF position peaked at $16M in Q4 2021.
  • 1,046 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2022, filed 6 May 2022.