YorkBridge Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

YorkBridge Wealth Partners’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 Q4	$711K	Hold	3,379	–	–	0.18%	104
2022 Q3	$667K	Hold	3,379	–	–	0.17%	104
2022 Q2	$702K	Buy	3,379 +5	+0.1%	+$1.13K	0.18%	101
2022 Q1	$844K	Hold	3,374	–	–	0.19%	96
2021 Q4	$892K	Hold	3,374	–	–	0.2%	90
2021 Q3	$816K	Buy	3,374 +3	+0.1%	+$746	0.21%	92
2021 Q2	$816K	Hold	3,371	–	–	0.21%	89
2021 Q1	$755K	Hold	3,371	–	–	0.22%	85
2020 Q4	$714K	Buy	3,371 +516	+18%	+$103K	0.24%	85
2020 Q3	$534K	Buy	2,855 +30	+1%	+$5.54K	0.22%	90
2020 Q2	$485K	Buy	2,825 +40	+1%	+$6.47K	0.22%	92
2020 Q1	$394K	Buy	2,785 +21	+0.8%	+$3.55K	0.24%	95
2019 Q4	$493K	Hold	2,764	–	–	0.23%	105
2019 Q3	$455K	Hold	2,764	–	–	0.23%	104
2019 Q2	$450K	Hold	2,764	–	–	0.2%	103
2019 Q1	$435K	Sell	2,764 -1,356	-33%	-$205K	0.2%	104
2018 Q4	$571K	Buy	4,120 +1,243	+43%	+$186K	0.3%	83
2018 Q3	$467K	Sell	2,877 -5	-0.2%	-$794	0.21%	106
2018 Q2	$438K	Hold	2,882	–	–	0.19%	110
2018 Q1	$427K	Hold	2,882	–	–	0.2%	105
2017 Q4	$424K	Hold	2,882	–	–	0.2%	107
2017 Q3	$403K	Sell	2,882 -125	-4%	-$17.2K	0.21%	102
2017 Q2	$408K	Hold	3,007	–	–	0.22%	99
2017 Q1	$400K	Sell	3,007 -400	-12%	-$51.8K	0.21%	101
2016 Q4	$421K	Buy	+3,407	New	+$414K	0.25%	91

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

YorkBridge Wealth Partners's IWB Position: Q4 2022 in Review

YorkBridge Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q4 2022 at 3,379 shares worth $711K. The position accounts for 0.18% of the portfolio, ranked #104.

YorkBridge Wealth Partners first reported a position in IWB in Q4 2016 and has held it in 25 quarters since. The position peaked at $892K in Q4 2021. 1,076 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

YorkBridge Wealth Partners held 3,379 shares of iShares Russell 1000 ETF worth $711K as of Q4 2022.
YorkBridge Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q4 2022.
iShares Russell 1000 ETF made up 0.18% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #104 holding.
YorkBridge Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 25 quarters since.
YorkBridge Wealth Partners's iShares Russell 1000 ETF position peaked at $892K in Q4 2021.
1,076 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.