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Great Diamond Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Great Diamond Partners’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
-253
Closed -$45K – 366
2019
Q4 		$45K Buy
+253
New +$43.2K 0.02% 309

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Great Diamond Partners's IWB Position: Q1 2020 in Review

Great Diamond Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2020, closing a stake of 253 shares — an estimated $45K sold.

Great Diamond Partners first reported a position in IWB in Q4 2019 and held it in 1 quarter. The position peaked at $45K in Q4 2019. 774 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

  • Great Diamond Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 253 iShares Russell 1000 ETF shares in Q1 2020, an estimated $45K.
  • Great Diamond Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's iShares Russell 1000 ETF position peaked at $45K in Q4 2019.
  • 774 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.