AdvicePeriod’s iShares Russell 1000 ETF IWB Stock Holding History

AdvicePeriod’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
2021 Q2	$19.6M	Buy	80,853 +893	+1%	+$210K	1.27%	18
2021 Q1	$17.9M	Sell	79,960 -4,600	-5%	-$1.01M	1.27%	19
2020 Q4	$17.9M	Sell	84,560 -682	-0.8%	-$136K	1.38%	19
2020 Q3	$16M	Sell	85,242 -1,002	-1%	-$185K	1.45%	19
2020 Q2	$14.8M	Sell	86,244 -210	-0.2%	-$34K	1.61%	19
2020 Q1	$12.2M	Buy	86,454 +17,299	+25%	+$2.92M	1.28%	26
2019 Q4	$12.3M	Buy	69,155 +1,798	+3%	+$307K	1.08%	23
2019 Q3	$11.1M	Buy	67,357 +5,184	+8%	+$851K	1.03%	22
2019 Q2	$10.1M	Buy	62,173 +6,407	+11%	+$1.03M	0.95%	22
2019 Q1	$8.77M	Hold	55,766	–	–	0.84%	26
2018 Q4	$7.73M	Buy	55,766 +900	+2%	+$135K	0.87%	24
2018 Q3	$8.87M	Hold	54,866	–	–	0.97%	22
2018 Q2	$8.34M	Hold	54,866	–	–	1.33%	18
2018 Q1	$8.06M	Hold	54,866	–	–	1.39%	19
2017 Q4	$8.15M	Buy	+54,866	New	+$7.95M	1.55%	16

Other funds holding IWB

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

AdvicePeriod's IWB Position: Q2 2021 in Review

AdvicePeriod increased its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q2 2021, buying an estimated $210K and bringing the position to 80,853 shares worth $19.6M. The position accounts for 1.27% of the portfolio, ranked #18.

AdvicePeriod first reported a position in IWB in Q4 2017 and has held it in 15 quarters since. 924 funds tracked by Wall St. Rank hold IWB as of Q2 2021.

AdvicePeriod held 80,853 shares of iShares Russell 1000 ETF worth $19.6M as of Q2 2021.
AdvicePeriod bought 893 iShares Russell 1000 ETF shares in Q2 2021, an estimated $210K.
iShares Russell 1000 ETF made up 1.27% of AdvicePeriod's portfolio in Q2 2021, its #18 holding.
AdvicePeriod first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 15 quarters since.
924 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.