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Boys Arnold & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Boys Arnold & Co’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
Q2 		– Sell
-61,992
Closed -$8.77M – 109
2020
Q1 		$8.77M Buy
61,992
+10,125
+20% +$1.71M 1.55% 8
2019
Q4 		$9.25M Buy
51,867
+2,087
+4% +$356K 1.26% 11
2019
Q3 		$8.15M Hold
49,780
– – 1.22% 13
2019
Q2 		$8.1M Buy
49,780
+560
+1% +$89.7K 1.18% 13
2019
Q1 		$7.74M Hold
49,220
– – 1.16% 14
2018
Q4 		$6.76M Sell
49,220
-1,358
-3% -$203K 1.11% 15
2018
Q3 		$8.2M Sell
50,578
-403
-0.8% -$64K 1.14% 12
2018
Q2 		$7.75M Sell
50,981
-2,875
-5% -$433K 1.13% 13
2018
Q1 		$8M Buy
53,856
+57
+0.1% +$8.66K 1.17% 13
2017
Q4 		$8M Sell
53,799
-4,000
-7% -$579K 1.2% 13
2017
Q3 		$8.09M Hold
57,799
– – 1.29% 13
2017
Q2 		$7.82M Sell
57,799
-1,494
-3% -$199K 1.01% 15
2017
Q1 		$7.78M Buy
59,293
+200
+0.3% +$25.9K 1.23% 14
2016
Q4 		$7.36M Buy
59,093
+588
+1% +$71.5K 1.22% 15
2016
Q3 		$7.05M Sell
58,505
-387
-0.7% -$46.5K 1.2% 15
2016
Q2 		$6.88M Buy
58,892
+5,290
+10% +$610K 1.18% 18
2016
Q1 		$6.11M Sell
53,602
-67,028
-56% -$7.24M 2.42% 6
2015
Q4 		$13.7M Buy
120,630
+60,415
+100% +$6.91M 1.49% 14
2015
Q3 		$6.45M Sell
60,215
-4,225
-7% -$480K 1.34% 15
2015
Q2 		$7.48M Sell
64,440
-665
-1% -$78.4K 1.45% 14
2015
Q1 		$7.54M Sell
65,105
-355
-0.5% -$41K 1.44% 15
2014
Q4 		$7.5M Sell
65,460
-4,287
-6% -$481K 1.46% 14
2014
Q3 		$7.66M Sell
69,747
-775
-1% -$85.7K 1.51% 13
2014
Q2 		$7.76M Buy
70,522
+630
+0.9% +$67K 1.34% 19
2014
Q1 		$7.32M Buy
69,892
+1,035
+2% +$106K 1.33% 17
2013
Q4 		$7.1M Sell
68,857
-2,300
-3% -$228K 1.36% 17
2013
Q3 		$6.7M Buy
71,157
+200
+0.3% +$18.7K 1.39% 14
2013
Q2 		$6.38M Buy
+70,957
New +$6.35M 1.39% 16

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Boys Arnold & Co's IWB Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares Russell 1000 ETF (IWB) in Q2 2020, closing a stake of 61,992 shares — an estimated $8.77M sold.

Boys Arnold & Co first reported a position in IWB in Q2 2013 and held it in 28 quarters. The position peaked at $13.7M in Q4 2015. 798 funds tracked by Wall St. Rank hold IWB as of Q2 2020.

  • Boys Arnold & Co reported no remaining iShares Russell 1000 ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 61,992 iShares Russell 1000 ETF shares in Q2 2020, an estimated $8.77M.
  • Boys Arnold & Co first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 28 quarters.
  • Boys Arnold & Co's iShares Russell 1000 ETF position peaked at $13.7M in Q4 2015.
  • 798 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.