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WR Wealth Planners’s iShares Russell 1000 ETF IWB Stock Holding History

WR Wealth Planners’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
2024
Q4 		$18.6K Hold
58
– – 0.01% 481
2024
Q3 		$18.1K Sell
58
-133
-70% -$40.3K 0.01% 508
2024
Q2 		$56.7K Sell
191
-18
-9% -$5.17K 0.02% 314
2024
Q1 		$60.1K Buy
+209
New +$57.3K 0.02% 308
2023
Q4 		– Sell
-303
Closed -$71.3K – 525
2023
Q3 		$71.3K Buy
303
+48
+19% +$11.8K 0.03% 281
2023
Q2 		$62.3K Buy
255
+149
+141% +$34.3K 0.02% 291
2023
Q1 		$24K Buy
106
+87
+458% +$19.1K 0.01% 404
2022
Q4 		$4.07K Hold
19
– – ﹤0.01% 346
2022
Q3 		$3.8K Hold
19
– – ﹤0.01% 340
2022
Q2 		$3.99K Hold
19
– – ﹤0.01% 361
2022
Q1 		$4.79K Buy
+19
New +$4.69K ﹤0.01% 361

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's IWB Position: Q4 2024 in Review

WR Wealth Planners held its iShares Russell 1000 ETF (IWB) position steady in Q4 2024 at 58 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #481.

WR Wealth Planners first reported a position in IWB in Q1 2022 and has held it in 11 quarters since. The position peaked at $71.3K in Q3 2023. 1,357 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • WR Wealth Planners held 58 shares of iShares Russell 1000 ETF worth $18.6K as of Q4 2024.
  • WR Wealth Planners left its iShares Russell 1000 ETF share count unchanged in Q4 2024.
  • iShares Russell 1000 ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #481 holding.
  • WR Wealth Planners first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's iShares Russell 1000 ETF position peaked at $71.3K in Q3 2023.
  • 1,357 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.