Aveo Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Aveo Capital Partners’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 Q4	–	Sell	-1,536	Closed	-$287K	–	118
2020 Q3	$287K	Buy	+1,536	New	+$284K	0.1%	157
2020 Q2	–	Sell	-1,536	Closed	-$217K	–	101
2020 Q1	$217K	Hold	1,536	–	–	0.11%	139
2019 Q4	$274K	Hold	1,536	–	–	0.11%	157
2019 Q3	$262K	Hold	1,536	–	–	0.11%	150
2019 Q2	$258K	Sell	1,536 -44	-3%	-$7.04K	0.11%	150
2019 Q1	$249K	Hold	1,580	–	–	0.12%	137
2018 Q4	$219K	Hold	1,580	–	–	0.11%	118
2018 Q3	$241K	Hold	1,580	–	–	0.11%	114
2018 Q2	$240K	Hold	1,580	–	–	0.11%	120
2018 Q1	$232K	Buy	1,580 +130	+9%	+$19.8K	0.1%	120
2017 Q4	$215K	Sell	1,450 -645	-31%	-$93.4K	0.07%	133
2017 Q3	$293K	Hold	2,095	–	–	0.1%	92
2017 Q2	$283K	Hold	2,095	–	–	0.1%	92
2017 Q1	$275K	Sell	2,095 -8,069	-79%	-$1.04M	0.1%	88
2016 Q4	$1.26M	Buy	+10,164	New	+$1.24M	0.36%	50

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

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

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aveo Capital Partners's IWB Position: Q4 2020 in Review

Aveo Capital Partners sold out of iShares Russell 1000 ETF (IWB) in Q4 2020, closing a stake of 1,536 shares — an estimated $287K sold.

Aveo Capital Partners first reported a position in IWB in Q4 2016 and held it in 15 quarters. The position peaked at $1.26M in Q4 2016. 907 funds tracked by Wall St. Rank hold IWB as of Q4 2020.

Aveo Capital Partners reported no remaining iShares Russell 1000 ETF position as of Q4 2020 after selling out during the quarter.
Aveo Capital Partners sold 1,536 iShares Russell 1000 ETF shares in Q4 2020, an estimated $287K.
Aveo Capital Partners first reported a position in iShares Russell 1000 ETF in Q4 2016 and held it in 15 quarters.
Aveo Capital Partners's iShares Russell 1000 ETF position peaked at $1.26M in Q4 2016.
907 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2020.

Based on Aveo Capital Partners's 13F filing for Q4 2020, filed 10 Feb 2021.