EWF
IWB icon

Epstein & White Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Epstein & White Financial’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
-1,124
Closed -$211K – 85
2020
Q3 		$211K Sell
1,124
-449
-29% -$82.9K 0.08% 69
2020
Q2 		$270K Sell
1,573
-41
-3% -$6.63K 0.1% 53
2020
Q1 		$230K Sell
1,614
-221
-12% -$37.4K 0.1% 66
2019
Q4 		$328K Sell
1,835
-982
-35% -$168K 0.14% 55
2019
Q3 		$463K Sell
2,817
-2,661
-49% -$437K 0.23% 39
2019
Q2 		$891K Sell
5,478
-649
-11% -$104K 0.47% 19
2019
Q1 		$962K Sell
6,127
-94,933
-94% -$14.4M 0.55% 17
2018
Q4 		$14M Buy
+101,060
New +$15.1M 8.76% 4

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
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