DLCIG
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D.L. Carlson Investment Group’s iShares Russell 1000 ETF IWB Stock Holding History

D.L. Carlson Investment Group’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
Q4 		– Sell
-1,740
Closed -$326K – 142
2020
Q3 		$326K Sell
1,740
-134
-7% -$24.8K 0.07% 107
2020
Q2 		$322K Sell
1,874
-392
-17% -$63.4K 0.1% 110
2020
Q1 		$321K Sell
2,266
-390
-15% -$65.9K 0.12% 114
2019
Q4 		$474K Sell
2,656
-727
-21% -$124K 0.14% 109
2019
Q3 		$557K Buy
3,383
+1,521
+82% +$250K 0.17% 100
2019
Q2 		$303K Hold
1,862
– – 0.09% 122
2019
Q1 		$293K Buy
+1,862
New +$281K 0.09% 126

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return