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Atlas Private Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Atlas Private Wealth 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
2021
Q2 		– Sell
-450
Closed -$101K – 239
2021
Q1 		$101K Sell
450
-450
-50% -$98.5K 0.06% 150
2020
Q4 		$191K Hold
900
– – 0.14% 117
2020
Q3 		$168K Hold
900
– – 0.13% 117
2020
Q2 		$155K Hold
900
– – 0.12% 120
2020
Q1 		$127K Hold
900
– – 0.12% 131
2019
Q4 		$161K Buy
+900
New +$154K 0.12% 136

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Atlas Private Wealth Management's IWB Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2021, closing a stake of 450 shares — an estimated $101K sold.

Atlas Private Wealth Management first reported a position in IWB in Q4 2019 and held it in 6 quarters. The position peaked at $191K in Q4 2020. 923 funds tracked by Wall St. Rank hold IWB as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 450 iShares Russell 1000 ETF shares in Q2 2021, an estimated $101K.
  • Atlas Private Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's iShares Russell 1000 ETF position peaked at $191K in Q4 2020.
  • 923 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.