Cardan Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Cardan Capital Partners’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	–	Sell	-2,584	Closed	-$578K	–	273
2021 Q1	$578K	Hold	2,584	–	–	0.07%	144
2020 Q4	$547K	Hold	2,584	–	–	0.07%	137
2020 Q3	$484K	Hold	2,584	–	–	0.06%	147
2020 Q2	$444K	Hold	2,584	–	–	0.06%	147
2020 Q1	$366K	Hold	2,584	–	–	0.06%	145
2019 Q4	$461K	Hold	2,584	–	–	0.06%	138
2019 Q3	$425K	Sell	2,584 -168	-6%	-$27.6K	0.06%	139
2019 Q2	$448K	Hold	2,752	–	–	0.07%	127
2019 Q1	$433K	Hold	2,752	–	–	0.07%	127
2018 Q4	$382K	Hold	2,752	–	–	0.07%	124
2018 Q3	$445K	Hold	2,752	–	–	0.07%	133
2018 Q2	$418K	Hold	2,752	–	–	0.07%	131
2018 Q1	$404K	Buy	+2,752	New	+$418K	0.07%	133

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Cardan Capital Partners's IWB Position: Q2 2021 in Review

Cardan Capital Partners sold out of iShares Russell 1000 ETF (IWB) in Q2 2021, closing a stake of 2,584 shares — an estimated $578K sold.

Cardan Capital Partners first reported a position in IWB in Q1 2018 and held it in 13 quarters. The position peaked at $578K in Q1 2021. 924 funds tracked by Wall St. Rank hold IWB as of Q2 2021.

Cardan Capital Partners reported no remaining iShares Russell 1000 ETF position as of Q2 2021 after selling out during the quarter.
Cardan Capital Partners sold 2,584 iShares Russell 1000 ETF shares in Q2 2021, an estimated $578K.
Cardan Capital Partners first reported a position in iShares Russell 1000 ETF in Q1 2018 and held it in 13 quarters.
Cardan Capital Partners's iShares Russell 1000 ETF position peaked at $578K in Q1 2021.
924 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2021.

Based on Cardan Capital Partners's 13F filing for Q2 2021, filed 20 Jul 2021.