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

BNC 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
2020
Q4 		– Sell
-400
Closed -$75K – 282
2020
Q3 		$75K Buy
+400
New +$73.9K 0.05% 138

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BNC Wealth Management's IWB Position: Q4 2020 in Review

BNC Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2020, closing a stake of 400 shares — an estimated $75K sold.

BNC Wealth Management first reported a position in IWB in Q3 2020 and held it in 1 quarter. The position peaked at $75K in Q3 2020. 906 funds tracked by Wall St. Rank hold IWB as of Q4 2020.

  • BNC Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 400 iShares Russell 1000 ETF shares in Q4 2020, an estimated $75K.
  • BNC Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's iShares Russell 1000 ETF position peaked at $75K in Q3 2020.
  • 906 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.