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Fortem Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Fortem Financial Group’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
2022
Q2 		– Sell
-837
Closed -$209K – 188
2022
Q1 		$209K Sell
837
-30
-3% -$7.41K 0.09% 159
2021
Q4 		$229K Hold
867
– – 0.1% 156
2021
Q3 		$210K Sell
867
-52
-6% -$12.9K 0.11% 163
2021
Q2 		$222K Sell
919
-26
-3% -$6.13K 0.11% 154
2021
Q1 		$212K Buy
945
+171
+22% +$37.4K 0.12% 152
2020
Q4 		$164K Buy
+774
New +$154K 0.1% 160

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fortem Financial Group's IWB Position: Q2 2022 in Review

Fortem Financial Group sold out of iShares Russell 1000 ETF (IWB) in Q2 2022, closing a stake of 837 shares — an estimated $209K sold.

Fortem Financial Group first reported a position in IWB in Q4 2020 and held it in 6 quarters. The position peaked at $229K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

  • Fortem Financial Group reported no remaining iShares Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
  • Fortem Financial Group sold 837 iShares Russell 1000 ETF shares in Q2 2022, an estimated $209K.
  • Fortem Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 6 quarters.
  • Fortem Financial Group's iShares Russell 1000 ETF position peaked at $229K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

Based on Fortem Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.