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Andesa Financial Management’s iShares Russell 1000 ETF IWB Stock Holding History

Andesa Financial Management’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
2020
Q2 		– Sell
-1,999
Closed -$284K – 119
2020
Q1 		$284K Buy
+1,999
New +$338K 0.32% 68
2019
Q1 		– Sell
-2,461
Closed -$341K – 149
2018
Q4 		$341K Buy
+2,461
New +$368K 0.41% 64

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Andesa Financial Management's IWB Position: Q2 2020 in Review

Andesa Financial Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2020, closing a stake of 1,999 shares — an estimated $284K sold.

Andesa Financial Management first reported a position in IWB in Q4 2018 and held it in 2 quarters. The position peaked at $341K in Q4 2018. 798 funds tracked by Wall St. Rank hold IWB as of Q2 2020.

  • Andesa Financial Management reported no remaining iShares Russell 1000 ETF position as of Q2 2020 after selling out during the quarter.
  • Andesa Financial Management sold 1,999 iShares Russell 1000 ETF shares in Q2 2020, an estimated $284K.
  • Andesa Financial Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 2 quarters.
  • Andesa Financial Management's iShares Russell 1000 ETF position peaked at $341K in Q4 2018.
  • 798 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2020.

Based on Andesa Financial Management's 13F filing for Q2 2020, filed 7 Aug 2020.