Claraphi Advisory Network’s iShares Russell 1000 ETF IWB Stock Holding History

Claraphi Advisory Network’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	-260	Closed	-$37K	–	744
2020 Q1	$37K	Buy	+260	New	+$44K	0.02%	526
2019 Q4	–	Sell	-242	Closed	-$40K	–	309
2019 Q3	$40K	Buy	+242	New	+$39.7K	0.02%	281

Other funds holding IWB

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

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

Claraphi Advisory Network's IWB Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares Russell 1000 ETF (IWB) in Q2 2020, closing a stake of 260 shares — an estimated $37K sold.

Claraphi Advisory Network first reported a position in IWB in Q3 2019 and held it in 2 quarters. The position peaked at $40K in Q3 2019. 798 funds tracked by Wall St. Rank hold IWB as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares Russell 1000 ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 260 iShares Russell 1000 ETF shares in Q2 2020, an estimated $37K.
Claraphi Advisory Network first reported a position in iShares Russell 1000 ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's iShares Russell 1000 ETF position peaked at $40K in Q3 2019.
798 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.