YIH
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Y-Intercept (HK)’s iShares Russell 1000 ETF IWB Stock Holding History

Y-Intercept (HK)’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
Q1 		– Sell
-2,287
Closed -$600K – 1566
2023
Q4 		$600K Buy
+2,287
New +$560K 0.06% 517
2023
Q3 		– Sell
-3,187
Closed -$777K – 1318
2023
Q2 		$777K Sell
3,187
-92
-3% -$21.2K 0.08% 383
2023
Q1 		$739K Buy
+3,279
New +$722K 0.09% 358
2022
Q4 		– Sell
-3,956
Closed -$781K – 1167
2022
Q3 		$781K Buy
+3,956
New +$868K 0.08% 370

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Y-Intercept (HK)'s IWB Position: Q1 2024 in Review

Y-Intercept (HK) sold out of iShares Russell 1000 ETF (IWB) in Q1 2024, closing a stake of 2,287 shares — an estimated $600K sold.

Y-Intercept (HK) first reported a position in IWB in Q3 2022 and held it in 4 quarters. The position peaked at $781K in Q3 2022. 1,222 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

  • Y-Intercept (HK) reported no remaining iShares Russell 1000 ETF position as of Q1 2024 after selling out during the quarter.
  • Y-Intercept (HK) sold 2,287 iShares Russell 1000 ETF shares in Q1 2024, an estimated $600K.
  • Y-Intercept (HK) first reported a position in iShares Russell 1000 ETF in Q3 2022 and held it in 4 quarters.
  • Y-Intercept (HK)'s iShares Russell 1000 ETF position peaked at $781K in Q3 2022.
  • 1,222 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Y-Intercept (HK)'s 13F filing for Q1 2024, filed 10 May 2024.