Burt Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Burt Wealth 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 Q1	–	Sell	-273	Closed	-$58K	–	223
2020 Q4	$58K	Hold	273	–	–	0.02%	170
2020 Q3	$51K	Hold	273	–	–	0.02%	174
2020 Q2	$47K	Hold	273	–	–	0.02%	178
2020 Q1	$39K	Hold	273	–	–	0.02%	182
2019 Q4	$49K	Hold	273	–	–	0.02%	171
2019 Q3	$45K	Hold	273	–	–	0.02%	173
2019 Q2	$44K	Hold	273	–	–	0.02%	175
2019 Q1	$43K	Hold	273	–	–	0.02%	183
2018 Q4	$38K	Hold	273	–	–	0.02%	188
2018 Q3	$44K	Hold	273	–	–	0.02%	189
2018 Q2	$41K	Hold	273	–	–	0.02%	190
2018 Q1	$40K	Hold	273	–	–	0.02%	201
2017 Q4	$41K	Hold	273	–	–	0.03%	196
2017 Q3	$38K	Hold	273	–	–	0.02%	195
2017 Q2	$36K	Hold	273	–	–	0.02%	213
2017 Q1	$36K	Hold	273	–	–	0.03%	191
2016 Q4	$34K	Hold	273	–	–	0.03%	196
2016 Q3	$32K	Hold	273	–	–	0.03%	184
2016 Q2	$31K	Hold	273	–	–	0.03%	185
2016 Q1	$31K	Hold	273	–	–	0.03%	202
2015 Q4	$30K	Hold	273	–	–	0.02%	175
2015 Q3	$12K	Hold	273	–	–	0.01%	233
2015 Q2	$32K	Hold	273	–	–	0.03%	169
2015 Q1	$31K	Hold	273	–	–	0.03%	161
2014 Q4	$31K	Buy	+273	New	+$30.6K	0.03%	161

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Burt Wealth Advisors's IWB Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2021, closing a stake of 273 shares — an estimated $58K sold.

Burt Wealth Advisors first reported a position in IWB in Q4 2014 and held it in 25 quarters. The position peaked at $58K in Q4 2020. 920 funds tracked by Wall St. Rank hold IWB as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 273 iShares Russell 1000 ETF shares in Q1 2021, an estimated $58K.
Burt Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's iShares Russell 1000 ETF position peaked at $58K in Q4 2020.
920 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.