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

Filbrandt 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
2021 Q3	$148K	Hold	612	–	–	0.09%	45
2021 Q2	$148K	Hold	612	–	–	0.08%	48
2021 Q1	$137K	Hold	612	–	–	0.08%	46
2020 Q4	$130K	Hold	612	–	–	0.08%	43
2020 Q3	$115K	Hold	612	–	–	0.09%	43
2020 Q2	$105K	Hold	612	–	–	0.08%	66
2020 Q1	$87K	Sell	612 -99	-14%	-$16.7K	0.1%	47
2019 Q4	$126K	Buy	+711	New	+$121K	0.11%	41

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Filbrandt Wealth Management's IWB Position: Q3 2021 in Review

Filbrandt Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2021 at 612 shares worth $148K. The position accounts for 0.09% of the portfolio, ranked #45.

Filbrandt Wealth Management first reported a position in IWB in Q4 2019 and has held it in 8 quarters since. 934 funds tracked by Wall St. Rank hold IWB as of Q3 2021.

Filbrandt Wealth Management held 612 shares of iShares Russell 1000 ETF worth $148K as of Q3 2021.
Filbrandt Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q3 2021.
iShares Russell 1000 ETF made up 0.09% of Filbrandt Wealth Management's portfolio in Q3 2021, its #45 holding.
Filbrandt Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 8 quarters since.
934 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.