Emery Howard Portfolio Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $16.4M | Buy |
62,208
+298
| +0.5% | +$76.7K | 2.13% | 13 |
|
|
2021
Q3 | $15M | Buy |
61,910
+2,849
| +5% | +$708K | 2.19% | 13 |
|
|
2021
Q2 | $14.3M | Sell |
59,061
-414
| -0.7% | -$97.5K | 2.1% | 13 |
|
|
2021
Q1 | $13.3M | Sell |
59,475
-3,289
| -5% | -$720K | 2.15% | 14 |
|
|
2020
Q4 | $13.3M | Sell |
62,764
-362
| -0.6% | -$72.3K | 2.29% | 14 |
|
|
2020
Q3 | $11.8M | Sell |
63,126
-57
| -0.1% | -$10.5K | 2.35% | 13 |
|
|
2020
Q2 | $10.8M | Buy |
63,183
+323
| +0.5% | +$52.3K | 2.32% | 13 |
|
|
2020
Q1 | $8.9M | Buy |
62,860
+2,625
| +4% | +$444K | 2.17% | 13 |
|
|
2019
Q4 | $10.7M | Buy |
60,235
+650
| +1% | +$111K | 2% | 13 |
|
|
2019
Q3 | $9.8M | Sell |
59,585
-6,932
| -10% | -$1.14M | 1.99% | 13 |
|
|
2019
Q2 | $10.8M | Sell |
66,517
-473
| -0.7% | -$75.7K | 2.19% | 13 |
|
|
2019
Q1 | $10.5M | Sell |
66,990
-221
| -0.3% | -$33.4K | 2.19% | 13 |
|
|
2018
Q4 | $9.32M | Buy |
67,211
+657
| +1% | +$98.3K | 2.2% | 13 |
|
|
2018
Q3 | $10.8M | Sell |
66,554
-420
| -0.6% | -$66.7K | 2.21% | 12 |
|
|
2018
Q2 | $10.2M | Sell |
66,974
-1,640
| -2% | -$247K | 2.18% | 12 |
|
|
2018
Q1 | $10.1M | Sell |
68,614
-660
| -1% | -$100K | 2.17% | 12 |
|
|
2017
Q4 | $10.3M | Sell |
69,274
-642
| -0.9% | -$93K | 2.2% | 12 |
|
|
2017
Q3 | $9.78M | Sell |
69,916
-721
| -1% | -$98.9K | 2.17% | 12 |
|
|
2017
Q2 | $9.55M | Sell |
70,637
-4,565
| -6% | -$609K | 2.08% | 12 |
|
|
2017
Q1 | $9.87M | Sell |
75,202
-612
| -0.8% | -$79.3K | 2.24% | 12 |
|
|
2016
Q4 | $9.44M | Sell |
75,814
-950
| -1% | -$116K | 2.22% | 12 |
|
|
2016
Q3 | $9.25M | Sell |
76,764
-4,126
| -5% | -$496K | 2.21% | 13 |
|
|
2016
Q2 | $9.46M | Sell |
80,890
-611
| -0.7% | -$70.5K | 2.36% | 13 |
|
|
2016
Q1 | $9.3M | Buy |
81,501
+255
| +0.3% | +$27.6K | 2.35% | 12 |
|
|
2015
Q4 | $9.21M | Sell |
81,246
-150
| -0.2% | -$17.2K | 2.38% | 11 |
|
|
2015
Q3 | $8.71M | Sell |
81,396
-858
| -1% | -$97.4K | 2.38% | 11 |
|
|
2015
Q2 | $9.54M | Buy |
82,254
+16
| +0% | +$1.89K | 2.45% | 11 |
|
|
2015
Q1 | $9.53M | Sell |
82,238
-425
| -0.5% | -$49.1K | 2.45% | 11 |
|
|
2014
Q4 | $9.48M | Buy |
82,663
+708
| +0.9% | +$79.4K | 2.74% | 9 |
|
|
2014
Q3 | $9M | Sell |
81,955
-947
| -1% | -$105K | 2.85% | 9 |
|
|
2014
Q2 | $9.13M | Buy |
82,902
+176
| +0.2% | +$18.7K | 2.81% | 9 |
|
|
2014
Q1 | $8.67M | Sell |
82,726
-2,870
| -3% | -$295K | 2.84% | 9 |
|
|
2013
Q4 | $8.83M | Buy |
85,596
+426
| +0.5% | +$42.1K | 2.95% | 9 |
|
|
2013
Q3 | $8.02M | Sell |
85,170
-382
| -0.4% | -$35.7K | 2.94% | 8 |
|
|
2013
Q2 | $7.69M | Buy |
+85,552
| New | +$7.66M | 2.98% | 8 |
|
Other funds holding IWB
Emery Howard Portfolio Management's IWB Position: Q4 2021 in Review
Emery Howard Portfolio Management increased its iShares Russell 1000 ETF (IWB) stake by 0.48% in Q4 2021, buying an estimated $76.7K and bringing the position to 62,208 shares worth $16.4M. The position accounts for 2.13% of the portfolio, ranked #13.
Emery Howard Portfolio Management first reported a position in IWB in Q2 2013 and has held it in 35 quarters since. 1,058 funds tracked by Wall St. Rank hold IWB as of Q4 2021.
- Emery Howard Portfolio Management held 62,208 shares of iShares Russell 1000 ETF worth $16.4M as of Q4 2021.
- Emery Howard Portfolio Management bought 298 iShares Russell 1000 ETF shares in Q4 2021, an estimated $76.7K.
- iShares Russell 1000 ETF made up 2.13% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #13 holding.
- Emery Howard Portfolio Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 35 quarters since.
- 1,058 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2021.
Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.