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Elm Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Elm 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
2021
Q1 		– Sell
-350
Closed -$74K – 176
2020
Q4 		$74K Buy
+350
New +$69.9K 0.05% 135
2018
Q4 		– Sell
-545
Closed -$88K – 172
2018
Q3 		$88K Buy
+545
New +$86.5K 0.06% 126

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Elm Advisors's IWB Position: Q1 2021 in Review

Elm Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2021, closing a stake of 350 shares — an estimated $74K sold.

Elm Advisors first reported a position in IWB in Q3 2018 and held it in 2 quarters. The position peaked at $88K in Q3 2018. 920 funds tracked by Wall St. Rank hold IWB as of Q1 2021.

  • Elm Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 350 iShares Russell 1000 ETF shares in Q1 2021, an estimated $74K.
  • Elm Advisors first reported a position in iShares Russell 1000 ETF in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's iShares Russell 1000 ETF position peaked at $88K in Q3 2018.
  • 920 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.