Foster Dykema Cabot & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Foster Dykema Cabot & Co’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 Q1	–	Sell	-5,485	Closed	-$979K	–	93
2019 Q4	$979K	Hold	5,485	–	–	0.14%	42
2019 Q3	$903K	Hold	5,485	–	–	0.13%	49
2019 Q2	$893K	Hold	5,485	–	–	0.14%	48
2019 Q1	$863K	Hold	5,485	–	–	0.14%	44
2018 Q4	$761K	Hold	5,485	–	–	0.14%	47
2018 Q3	$887K	Hold	5,485	–	–	0.14%	42
2018 Q2	$854K	Hold	5,485	–	–	0.14%	45
2018 Q1	$806K	Sell	5,485 -1,560	-22%	-$237K	0.14%	53
2017 Q4	$1.05M	Hold	7,045	–	–	0.18%	45
2017 Q3	$985K	Hold	7,045	–	–	0.17%	44
2017 Q2	$953K	Hold	7,045	–	–	0.17%	48
2017 Q1	$925K	Hold	7,045	–	–	0.17%	47
2016 Q4	$877K	Hold	7,045	–	–	0.16%	51
2016 Q3	$849K	Hold	7,045	–	–	0.19%	55
2016 Q2	$823K	Hold	7,045	–	–	0.19%	48
2016 Q1	$804K	Hold	7,045	–	–	0.2%	45
2015 Q4	$798K	Sell	7,045 -40	-0.6%	-$4.57K	0.2%	41
2015 Q3	$758K	Buy	+7,085	New	+$805K	0.19%	43

Other funds holding IWB

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

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

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

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

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

Foster Dykema Cabot & Co's IWB Position: Q1 2020 in Review

Foster Dykema Cabot & Co sold out of iShares Russell 1000 ETF (IWB) in Q1 2020, closing a stake of 5,485 shares — an estimated $979K sold.

Foster Dykema Cabot & Co first reported a position in IWB in Q3 2015 and held it in 18 quarters. The position peaked at $1.05M in Q4 2017. 774 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

Foster Dykema Cabot & Co reported no remaining iShares Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
Foster Dykema Cabot & Co sold 5,485 iShares Russell 1000 ETF shares in Q1 2020, an estimated $979K.
Foster Dykema Cabot & Co first reported a position in iShares Russell 1000 ETF in Q3 2015 and held it in 18 quarters.
Foster Dykema Cabot & Co's iShares Russell 1000 ETF position peaked at $1.05M in Q4 2017.
774 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on Foster Dykema Cabot & Co's 13F filing for Q1 2020, filed 6 May 2020.