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Garrett Wealth Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-801
Closed -$132K – 347
2019
Q3 		$132K Buy
+801
New +$131K 0.09% 71

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Garrett Wealth Advisory Group's IWB Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares Russell 1000 ETF (IWB) in Q4 2019, closing a stake of 801 shares — an estimated $132K sold.

Garrett Wealth Advisory Group first reported a position in IWB in Q3 2019 and held it in 1 quarter. The position peaked at $132K in Q3 2019. 819 funds tracked by Wall St. Rank hold IWB as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares Russell 1000 ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 801 iShares Russell 1000 ETF shares in Q4 2019, an estimated $132K.
  • Garrett Wealth Advisory Group first reported a position in iShares Russell 1000 ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares Russell 1000 ETF position peaked at $132K in Q3 2019.
  • 819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.