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Hatton Consulting’s iShares Russell 1000 ETF IWB Stock Holding History

Hatton Consulting’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
Q3 		$17.8M Buy
73,455
+9,958
+16% +$2.48M 13.21% 2
2021
Q2 		$15.4M Buy
63,497
+6,533
+11% +$1.54M 12.05% 3
2021
Q1 		$12.8M Buy
+56,964
New +$12.5M 11.71% 3

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hatton Consulting's IWB Position: Q3 2021 in Review

Hatton Consulting increased its iShares Russell 1000 ETF (IWB) stake by 16% in Q3 2021, buying an estimated $2.48M and bringing the position to 73,455 shares worth $17.8M. The position accounts for 13.21% of the portfolio, ranked #2.

Hatton Consulting first reported a position in IWB in Q1 2021 and has held it in 3 quarters since. 936 funds tracked by Wall St. Rank hold IWB as of Q3 2021.

  • Hatton Consulting held 73,455 shares of iShares Russell 1000 ETF worth $17.8M as of Q3 2021.
  • Hatton Consulting bought 9,958 iShares Russell 1000 ETF shares in Q3 2021, an estimated $2.48M.
  • iShares Russell 1000 ETF made up 13.21% of Hatton Consulting's portfolio in Q3 2021, its #2 holding.
  • Hatton Consulting first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 3 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.