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Bel Air Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bel Air Investment 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 		$7.35M Buy
30,366
+16,615
+121% +$3.91M 0.22% 64
2021
Q1 		$3.08M Buy
+13,751
New +$3.01M 0.1% 107

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

Bel Air Investment Advisors's IWB Position: Q2 2021 in Review

Bel Air Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 121% in Q2 2021, buying an estimated $3.91M and bringing the position to 30,366 shares worth $7.35M. The position accounts for 0.22% of the portfolio, ranked #64.

Bel Air Investment Advisors first reported a position in IWB in Q1 2021 and has held it in 2 quarters since. 924 funds tracked by Wall St. Rank hold IWB as of Q2 2021.

  • Bel Air Investment Advisors held 30,366 shares of iShares Russell 1000 ETF worth $7.35M as of Q2 2021.
  • Bel Air Investment Advisors bought 16,615 iShares Russell 1000 ETF shares in Q2 2021, an estimated $3.91M.
  • iShares Russell 1000 ETF made up 0.22% of Bel Air Investment Advisors's portfolio in Q2 2021, its #64 holding.
  • Bel Air Investment Advisors first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 2 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.