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

Carolina 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
2020
Q1 		– Sell
-211
Closed -$38K – 188
2019
Q4 		$38K Buy
+211
New +$36K 0.04% 73

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Carolina Wealth Advisors's IWB Position: Q1 2020 in Review

Carolina Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2020, closing a stake of 211 shares — an estimated $38K sold.

Carolina Wealth Advisors first reported a position in IWB in Q4 2019 and held it in 1 quarter. The position peaked at $38K in Q4 2019. 774 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

  • Carolina Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • Carolina Wealth Advisors sold 211 iShares Russell 1000 ETF shares in Q1 2020, an estimated $38K.
  • Carolina Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 1 quarter.
  • Carolina Wealth Advisors's iShares Russell 1000 ETF position peaked at $38K in Q4 2019.
  • 774 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on Carolina Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.