Fusion Family Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Fusion Family Wealth’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 Q2	–	Sell	-275	Closed	-$62K	–	70
2021 Q1	$62K	Hold	275	–	–	0.01%	49
2020 Q4	$58K	Hold	275	–	–	0.01%	46
2020 Q3	$51K	Hold	275	–	–	0.01%	49
2020 Q2	$47K	Sell	275 -140	-34%	-$22.6K	0.01%	52
2020 Q1	$59K	Hold	415	–	–	0.02%	48
2019 Q4	$74K	Hold	415	–	–	0.02%	53
2019 Q3	$68K	Hold	415	–	–	0.02%	53
2019 Q2	$68K	Hold	415	–	–	0.02%	68
2019 Q1	$65K	Hold	415	–	–	0.02%	58
2018 Q4	$58K	Buy	415 +140	+51%	+$20.9K	0.02%	107
2018 Q3	$44K	Hold	275	–	–	0.01%	121
2018 Q2	$42K	Hold	275	–	–	0.01%	137
2018 Q1	$40K	Hold	275	–	–	0.01%	125
2017 Q4	$41K	Hold	275	–	–	0.01%	138
2017 Q3	$38K	Buy	+275	New	+$37.7K	0.01%	99
2017 Q1	–	Sell	-275	Closed	-$34K	–	369
2016 Q4	$34K	Buy	+275	New	+$33.4K	0.02%	152

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Fusion Family Wealth's IWB Position: Q2 2021 in Review

Fusion Family Wealth sold out of iShares Russell 1000 ETF (IWB) in Q2 2021, closing a stake of 275 shares — an estimated $62K sold.

Fusion Family Wealth first reported a position in IWB in Q4 2016 and held it in 16 quarters. The position peaked at $74K in Q4 2019. 924 funds tracked by Wall St. Rank hold IWB as of Q2 2021.

Fusion Family Wealth reported no remaining iShares Russell 1000 ETF position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 275 iShares Russell 1000 ETF shares in Q2 2021, an estimated $62K.
Fusion Family Wealth first reported a position in iShares Russell 1000 ETF in Q4 2016 and held it in 16 quarters.
Fusion Family Wealth's iShares Russell 1000 ETF position peaked at $74K in Q4 2019.
924 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.