Zeke Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Zeke Capital 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 Q4	$225K	Hold	1,071	–	–	0.01%	419
2022 Q3	$211K	Hold	1,071	–	–	0.02%	421
2022 Q2	$222K	Hold	1,071	–	–	0.01%	417
2022 Q1	$268K	Hold	1,071	–	–	0.01%	403
2021 Q4	$283K	Hold	1,071	–	–	0.02%	238
2021 Q3	$259K	Hold	1,071	–	–	0.02%	241
2021 Q2	$259K	Hold	1,071	–	–	0.02%	263
2021 Q1	$240K	Sell	1,071 -116	-10%	-$25.4K	0.02%	250
2020 Q4	$251K	Hold	1,187	–	–	0.02%	231
2020 Q3	$222K	Hold	1,187	–	–	0.03%	198
2020 Q2	$204K	Buy	+1,187	New	+$192K	0.04%	185
2020 Q1	–	Sell	-1,229	Closed	-$219K	–	376
2019 Q4	$219K	Hold	1,229	–	–	0.02%	512
2019 Q3	$202K	Sell	1,229 -75	-6%	-$12.3K	0.02%	534
2019 Q2	$212K	Sell	1,304 -65	-5%	-$10.4K	0.02%	536
2019 Q1	$215K	Sell	1,369 -505	-27%	-$76.3K	0.02%	534
2018 Q4	$260K	Hold	1,874	–	–	0.02%	465
2018 Q3	$303K	Hold	1,874	–	–	0.02%	518
2018 Q2	$285K	Buy	1,874 +505	+37%	+$76.1K	0.03%	419
2018 Q1	$201K	Hold	1,369	–	–	0.02%	578
2017 Q4	$203K	Buy	+1,369	New	+$198K	0.02%	510

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zeke Capital Advisors's IWB Position: Q4 2022 in Review

Zeke Capital Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q4 2022 at 1,071 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #419.

Zeke Capital Advisors first reported a position in IWB in Q4 2017 and has held it in 20 quarters since. The position peaked at $303K in Q3 2018. 1,074 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

Zeke Capital Advisors held 1,071 shares of iShares Russell 1000 ETF worth $225K as of Q4 2022.
Zeke Capital Advisors left its iShares Russell 1000 ETF share count unchanged in Q4 2022.
iShares Russell 1000 ETF made up 0.01% of Zeke Capital Advisors's portfolio in Q4 2022, its #419 holding.
Zeke Capital Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 20 quarters since.
Zeke Capital Advisors's iShares Russell 1000 ETF position peaked at $303K in Q3 2018.
1,074 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.