Edge Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Edge Wealth Management’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
2022 Q1	–	Sell	-215	Closed	-$57K	–	271
2021 Q4	$57K	Buy	215 +15	+8%	+$3.86K	0.01%	167
2021 Q3	$48K	Hold	200	–	–	0.01%	190
2021 Q2	$48K	Hold	200	–	–	0.01%	193
2021 Q1	$45K	Hold	200	–	–	0.01%	196
2020 Q4	$42K	Hold	200	–	–	0.01%	200
2020 Q3	$37K	Buy	+200	New	+$36.9K	0.01%	225

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Edge Wealth Management's IWB Position: Q1 2022 in Review

Edge Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2022, closing a stake of 215 shares — an estimated $57K sold.

Edge Wealth Management first reported a position in IWB in Q3 2020 and held it in 6 quarters. The position peaked at $57K in Q4 2021. 1,046 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

Edge Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 215 iShares Russell 1000 ETF shares in Q1 2022, an estimated $57K.
Edge Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2020 and held it in 6 quarters.
Edge Wealth Management's iShares Russell 1000 ETF position peaked at $57K in Q4 2021.
1,046 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.