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Wipfli Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Wipfli Financial Advisors’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
Q3 		$2.12M Buy
10,750
+5,361
+99% +$1.18M 0.15% 63
2022
Q2 		$1.12M Sell
5,389
-74
-1% -$16.7K 0.12% 36
2022
Q1 		$1.37M Buy
+5,463
New +$1.35M 0.14% 34

Other funds holding IWB

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wipfli Financial Advisors's IWB Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 99% in Q3 2022, buying an estimated $1.18M and bringing the position to 10,750 shares worth $2.12M. The position accounts for 0.15% of the portfolio, ranked #63.

Wipfli Financial Advisors first reported a position in IWB in Q1 2022 and has held it in 3 quarters since. 1,001 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

  • Wipfli Financial Advisors held 10,750 shares of iShares Russell 1000 ETF worth $2.12M as of Q3 2022.
  • Wipfli Financial Advisors bought 5,361 iShares Russell 1000 ETF shares in Q3 2022, an estimated $1.18M.
  • iShares Russell 1000 ETF made up 0.15% of Wipfli Financial Advisors's portfolio in Q3 2022, its #63 holding.
  • Wipfli Financial Advisors first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 3 quarters since.
  • 1,001 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.