Freedom Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Freedom Investment 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
2020 Q2	–	Sell	-9,277	Closed	-$1.71M	–	629
2020 Q1	$1.71M	Sell	9,277 -702	-7%	-$119K	0.15%	134
2019 Q4	$1.78M	Sell	9,979 -2,067	-17%	-$353K	0.16%	138
2019 Q3	$1.98M	Buy	+12,046	New	+$1.98M	0.17%	122
2019 Q2	–	Sell	-15,721	Closed	-$2.47M	–	708
2019 Q1	$2.47M	Buy	+15,721	New	+$2.38M	0.2%	104
2018 Q2	–	Sell	-1,421	Closed	-$209K	–	1033
2018 Q1	$209K	Buy	+1,421	New	+$216K	0.01%	1022

Other funds holding IWB

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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

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

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

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

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

Freedom Investment Management's IWB Position: Q2 2020 in Review

Freedom Investment Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2020, closing a stake of 9,277 shares — an estimated $1.71M sold.

Freedom Investment Management first reported a position in IWB in Q1 2018 and held it in 5 quarters. The position peaked at $2.47M in Q1 2019. 797 funds tracked by Wall St. Rank hold IWB as of Q2 2020.

Freedom Investment Management reported no remaining iShares Russell 1000 ETF position as of Q2 2020 after selling out during the quarter.
Freedom Investment Management sold 9,277 iShares Russell 1000 ETF shares in Q2 2020, an estimated $1.71M.
Freedom Investment Management first reported a position in iShares Russell 1000 ETF in Q1 2018 and held it in 5 quarters.
Freedom Investment Management's iShares Russell 1000 ETF position peaked at $2.47M in Q1 2019.
797 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2020.

Based on Freedom Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.