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Cornerstone Advisors (Washington)’s iShares Russell 1000 ETF IWB Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$1.85M Buy
9,881
+13
+0.1% +$2.4K 0.2% 15
2020
Q2 		$1.69M Buy
9,868
+47
+0.5% +$7.6K 0.19% 15
2020
Q1 		$1.39M Sell
9,821
-2,193
-18% -$371K 0.19% 16
2019
Q4 		$2.14M Buy
12,014
+58
+0.5% +$9.9K 0.26% 12
2019
Q3 		$1.97M Buy
11,956
+1,825
+18% +$300K 0.26% 11
2019
Q2 		$1.65M Buy
10,131
+29
+0.3% +$4.64K 0.16% 19
2019
Q1 		$1.59M Buy
10,102
+21
+0.2% +$3.17K 0.16% 18
2018
Q4 		$1.4M Hold
10,081
– – 0.25% 19
2018
Q3 		$1.63M Buy
10,081
+1,909
+23% +$303K 1.06% 15
2018
Q2 		$1.24M Hold
8,172
– – 0.85% 19
2018
Q1 		$1.2M Hold
8,172
– – 0.82% 17
2017
Q4 		$1.21M Sell
8,172
-1,346
-14% -$195K 0.8% 17
2017
Q3 		$1.33M Buy
9,518
+6
+0.1% +$823 0.92% 15
2017
Q2 		$1.29M Hold
9,512
– – 0.72% 16
2017
Q1 		$1.25M Buy
9,512
+6
+0.1% +$777 0.68% 17
2016
Q4 		$1.18M Buy
9,506
+12
+0.1% +$1.46K 0.99% 12
2016
Q3 		$1.14M Sell
9,494
-145
-2% -$17.4K 0.96% 12
2016
Q2 		$1.13M Sell
9,639
-122
-1% -$14.1K 1.15% 8
2016
Q1 		$1.11M Sell
9,761
-463
-5% -$50K 1.17% 7
2015
Q4 		$1.16M Sell
10,224
-962
-9% -$110K 1.27% 7
2015
Q3 		$1.2M Buy
11,186
+12
+0.1% +$1.36K 1.05% 9
2015
Q2 		$1.3M Buy
11,174
+11
+0.1% +$1.3K 1.06% 9
2015
Q1 		$1.29M Sell
11,163
-485
-4% -$56K 1% 9
2014
Q4 		$1.33M Buy
11,648
+1
+0% +$112 0.98% 10
2014
Q3 		$1.28M Buy
11,647
+12
+0.1% +$1.33K 1.05% 9
2014
Q2 		$1.28M Sell
11,635
-721
-6% -$76.7K 1.2% 10
2014
Q1 		$1.29M Sell
12,356
-937
-7% -$96.4K 1.53% 6
2013
Q4 		$1.37M Buy
13,293
+1,699
+15% +$168K 1.93% 6
2013
Q3 		$1.09M Sell
11,594
-298
-3% -$27.9K 1.88% 5
2013
Q2 		$1.07M Buy
+11,892
New +$1.06M 2.63% 5

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Cornerstone Advisors (Washington)'s IWB Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its iShares Russell 1000 ETF (IWB) stake by 0.13% in Q3 2020, buying an estimated $2.4K and bringing the position to 9,881 shares worth $1.85M. The position accounts for 0.2% of the portfolio, ranked #15.

Cornerstone Advisors (Washington) first reported a position in IWB in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.14M in Q4 2019. 820 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

  • Cornerstone Advisors (Washington) held 9,881 shares of iShares Russell 1000 ETF worth $1.85M as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 13 iShares Russell 1000 ETF shares in Q3 2020, an estimated $2.4K.
  • iShares Russell 1000 ETF made up 0.2% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #15 holding.
  • Cornerstone Advisors (Washington) first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 30 quarters since.
  • Cornerstone Advisors (Washington)'s iShares Russell 1000 ETF position peaked at $2.14M in Q4 2019.
  • 820 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.