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

Atlas 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
2021 Q2	–	Sell	-302	Closed	-$67.7K	–	955
2021 Q1	$67.7K	Hold	302	–	–	0.01%	467
2020 Q4	$64.1K	Buy	+302	New	+$60.3K	0.01%	448
2020 Q3	–	Sell	-302	Closed	-$51.9K	–	442
2020 Q2	$51.9K	Hold	302	–	–	0.01%	471
2020 Q1	$42.8K	Hold	302	–	–	0.01%	455
2019 Q4	$54K	Hold	302	–	–	0.01%	459
2019 Q3	$49.8K	Hold	302	–	–	0.02%	464
2019 Q2	$49.2K	Buy	+302	New	+$48.4K	0.02%	479

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $6.73T AUM 46.02% 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

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

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

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

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

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

Atlas Capital Advisors's IWB Position: Q2 2021 in Review

Atlas Capital Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2021, closing a stake of 302 shares — an estimated $67.7K sold.

Atlas Capital Advisors first reported a position in IWB in Q2 2019 and held it in 7 quarters. The position peaked at $67.7K in Q1 2021. 924 funds tracked by Wall St. Rank hold IWB as of Q2 2021.

Atlas Capital Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2021 after selling out during the quarter.
Atlas Capital Advisors sold 302 iShares Russell 1000 ETF shares in Q2 2021, an estimated $67.7K.
Atlas Capital Advisors first reported a position in iShares Russell 1000 ETF in Q2 2019 and held it in 7 quarters.
Atlas Capital Advisors's iShares Russell 1000 ETF position peaked at $67.7K in Q1 2021.
924 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2021.

Based on Atlas Capital Advisors's 13F filing for Q2 2021, filed 30 Jul 2021.