Your Advocates Ltd’s iShares Russell 1000 ETF IWB Stock Holding History

Your Advocates Ltd’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	-13	Closed	-$3.41K	–	241
2023 Q4	$3.41K	Hold	13	–	–	﹤0.01%	155
2023 Q3	$3.05K	Sell	13 -56	-81%	-$13.7K	﹤0.01%	174
2023 Q2	$16.8K	Hold	69	–	–	0.01%	101
2023 Q1	$15.5K	Hold	69	–	–	0.01%	79
2022 Q4	$14.5K	Hold	69	–	–	0.01%	77
2022 Q3	$14K	Sell	69 -19	-22%	-$4.17K	0.01%	74
2022 Q2	$18K	Hold	88	–	–	0.01%	73
2022 Q1	$22K	Sell	88 -32	-27%	-$7.9K	0.01%	70
2021 Q4	$32K	Buy	120 +107	+823%	+$27.5K	0.02%	52
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	151
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	113
2021 Q1	$3K	Hold	13	–	–	﹤0.01%	109
2020 Q4	$3K	Hold	13	–	–	﹤0.01%	116
2020 Q3	$2K	Hold	13	–	–	﹤0.01%	124
2020 Q2	$2K	Hold	13	–	–	﹤0.01%	123
2020 Q1	$2K	Buy	+13	New	+$2.2K	﹤0.01%	109

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Your Advocates Ltd's IWB Position: Q1 2024 in Review

Your Advocates Ltd sold out of iShares Russell 1000 ETF (IWB) in Q1 2024, closing a stake of 13 shares — an estimated $3.41K sold.

Your Advocates Ltd first reported a position in IWB in Q1 2020 and held it in 16 quarters. The position peaked at $32K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

Your Advocates Ltd reported no remaining iShares Russell 1000 ETF position as of Q1 2024 after selling out during the quarter.
Your Advocates Ltd sold 13 iShares Russell 1000 ETF shares in Q1 2024, an estimated $3.41K.
Your Advocates Ltd first reported a position in iShares Russell 1000 ETF in Q1 2020 and held it in 16 quarters.
Your Advocates Ltd's iShares Russell 1000 ETF position peaked at $32K in Q4 2021.
1,227 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Your Advocates Ltd's 13F filing for Q1 2024, filed 1 May 2024.