Birch Hill Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Birch Hill 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
2022 Q1	–	Sell	-910	Closed	-$241K	–	166
2021 Q4	$241K	Hold	910	–	–	0.01%	161
2021 Q3	$220K	Hold	910	–	–	0.01%	158
2021 Q2	$220K	Hold	910	–	–	0.01%	156
2021 Q1	$204K	Sell	910 -345	-27%	-$75.5K	0.01%	155
2020 Q4	$266K	Hold	1,255	–	–	0.02%	135
2020 Q3	$235K	Sell	1,255 -54	-4%	-$9.97K	0.02%	133
2020 Q2	$225K	Sell	1,309 -471	-26%	-$76.2K	0.02%	132
2020 Q1	$252K	Hold	1,780	–	–	0.02%	119
2019 Q4	$318K	Buy	+1,780	New	+$304K	0.02%	123
2015 Q4	–	Sell	-1,965	Closed	-$210K	–	130
2015 Q3	$210K	Hold	1,965	–	–	0.02%	131
2015 Q2	$228K	Hold	1,965	–	–	0.02%	131
2015 Q1	$228K	Buy	+1,965	New	+$227K	0.02%	130

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Birch Hill Investment Advisors's IWB Position: Q1 2022 in Review

Birch Hill Investment Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2022, closing a stake of 910 shares — an estimated $241K sold.

Birch Hill Investment Advisors first reported a position in IWB in Q1 2015 and held it in 12 quarters. The position peaked at $318K in Q4 2019. 1,045 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

Birch Hill Investment Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
Birch Hill Investment Advisors sold 910 iShares Russell 1000 ETF shares in Q1 2022, an estimated $241K.
Birch Hill Investment Advisors first reported a position in iShares Russell 1000 ETF in Q1 2015 and held it in 12 quarters.
Birch Hill Investment Advisors's iShares Russell 1000 ETF position peaked at $318K in Q4 2019.
1,045 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.