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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Epstein & White Financial's IWB Position: Q4 2020 in Review

Epstein & White Financial sold out of iShares Russell 1000 ETF (IWB) in Q4 2020, closing a stake of 1,124 shares — an estimated $211K sold.

Epstein & White Financial first reported a position in IWB in Q4 2018 and held it in 8 quarters. The position peaked at $14M in Q4 2018. 907 funds tracked by Wall St. Rank hold IWB as of Q4 2020.

Epstein & White Financial reported no remaining iShares Russell 1000 ETF position as of Q4 2020 after selling out during the quarter.
Epstein & White Financial sold 1,124 iShares Russell 1000 ETF shares in Q4 2020, an estimated $211K.
Epstein & White Financial first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 8 quarters.
Epstein & White Financial's iShares Russell 1000 ETF position peaked at $14M in Q4 2018.
907 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2020.

Based on Epstein & White Financial's 13F filing for Q4 2020, filed 25 Jan 2021.