FA
IWB icon

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

FCG 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
2020
Q3 		$2.53M Sell
13,529
-1,054
-7% -$195K 0.6% 31
2020
Q2 		$2.5M Hold
14,583
– – 0.65% 29
2020
Q1 		$2.06M Buy
14,583
+266
+2% +$45K 0.59% 33
2019
Q4 		$2.55M Sell
14,317
-552
-4% -$94.2K 0.73% 28
2019
Q3 		$2.45M Buy
14,869
+253
+2% +$41.5K 0.75% 31
2019
Q2 		$2.38M Hold
14,616
– – 0.75% 30
2019
Q1 		$2.3M Buy
14,616
+80
+0.6% +$12.1K 0.76% 28
2018
Q4 		$2.02M Sell
14,536
-22
-0.2% -$3.29K 0.77% 27
2018
Q3 		$2.35M Sell
14,558
-835
-5% -$133K 0.81% 25
2018
Q2 		$2.34M Sell
15,393
-583
-4% -$87.8K 0.85% 22
2018
Q1 		$2.35M Sell
15,976
-78
-0.5% -$11.9K 0.81% 27
2017
Q4 		$2.38M Buy
16,054
+62
+0.4% +$8.98K 0.89% 23
2017
Q3 		$2.24M Sell
15,992
-72
-0.4% -$9.88K 0.83% 25
2017
Q2 		$2.17M Sell
16,064
-19
-0.1% -$2.54K 0.73% 26
2017
Q1 		$2.11M Hold
16,083
– – 0.85% 24
2016
Q4 		$2M Sell
16,083
-720
-4% -$87.6K 0.9% 24
2016
Q3 		$2.02M Sell
16,803
-661
-4% -$79.4K 0.62% 31
2016
Q2 		$2.04M Buy
17,464
+680
+4% +$78.4K 0.64% 28
2016
Q1 		$1.92M Sell
16,784
-225
-1% -$24.3K 0.67% 26
2015
Q4 		$1.93M Buy
17,009
+3
+0% +$343 1.16% 20
2015
Q3 		$1.82M Sell
17,006
-344
-2% -$39.1K 1.5% 15
2015
Q2 		$2.01M Sell
17,350
-1,600
-8% -$189K 1.58% 14
2015
Q1 		$2.19M Buy
18,950
+15,201
+405% +$1.76M 1.13% 19
2014
Q4 		$431K Buy
+3,749
New +$420K 0.21% 68

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

FCG Advisors's IWB Position: Q3 2020 in Review

FCG Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 7.2% in Q3 2020, selling an estimated $195K and leaving 13,529 shares worth $2.53M. The position accounts for 0.6% of the portfolio, ranked #31.

FCG Advisors first reported a position in IWB in Q4 2014 and has held it in 24 quarters since. The position peaked at $2.55M in Q4 2019. 819 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

  • FCG Advisors held 13,529 shares of iShares Russell 1000 ETF worth $2.53M as of Q3 2020.
  • FCG Advisors sold 1,054 iShares Russell 1000 ETF shares in Q3 2020, an estimated $195K.
  • iShares Russell 1000 ETF made up 0.6% of FCG Advisors's portfolio in Q3 2020, its #31 holding.
  • FCG Advisors first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 24 quarters since.
  • FCG Advisors's iShares Russell 1000 ETF position peaked at $2.55M in Q4 2019.
  • 819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.