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

Elmwood 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
2019
Q2 		– Sell
-116
Closed -$18K – 287
2019
Q1 		$18K Buy
+116
New +$17.5K 0.02% 160

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Elmwood Wealth Management's IWB Position: Q2 2019 in Review

Elmwood Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2019, closing a stake of 116 shares — an estimated $18K sold.

Elmwood Wealth Management first reported a position in IWB in Q1 2019 and held it in 1 quarter. The position peaked at $18K in Q1 2019. 699 funds tracked by Wall St. Rank hold IWB as of Q2 2019.

  • Elmwood Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q2 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 116 iShares Russell 1000 ETF shares in Q2 2019, an estimated $18K.
  • Elmwood Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2019 and held it in 1 quarter.
  • Elmwood Wealth Management's iShares Russell 1000 ETF position peaked at $18K in Q1 2019.
  • 699 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2019.

Based on Elmwood Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.