HC Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

HC Financial Advisors’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
2022 Q2	$1.17M	Buy	5,631 +845	+18%	+$191K	0.78%	46
2022 Q1	$1.2M	Buy	4,786 +355	+8%	+$87.7K	0.71%	51
2021 Q4	$1.17M	Buy	4,431 +127	+3%	+$32.7K	0.65%	54
2021 Q3	$1.04M	Sell	4,304 -406	-9%	-$101K	0.62%	54
2021 Q2	$1.14M	Sell	4,710 -400	-8%	-$94.2K	0.66%	51
2021 Q1	$1.14M	Sell	5,110 -18	-0.4%	-$3.94K	0.7%	50
2020 Q4	$1.09M	Sell	5,128 -237	-4%	-$47.3K	0.7%	50
2020 Q3	$1M	Sell	5,365 -805	-13%	-$149K	0.72%	47
2020 Q2	$1.06M	Sell	6,170 -228	-4%	-$36.9K	0.83%	43
2020 Q1	$906K	Buy	6,398 +214	+3%	+$36.2K	0.81%	44
2019 Q4	$1.1M	Sell	6,184 -156	-2%	-$26.6K	0.87%	47
2019 Q3	$1.04M	Buy	+6,340	New	+$1.04M	0.89%	46
2018 Q4	–	Sell	-5,539	Closed	-$896K	–	42
2018 Q3	$896K	Buy	5,539 +209	+4%	+$33.2K	0.79%	47
2018 Q2	$810K	Buy	5,330 +690	+15%	+$104K	0.79%	50
2018 Q1	$681K	Buy	4,640 +1,315	+40%	+$200K	0.67%	51
2017 Q4	$494K	Buy	+3,325	New	+$482K	0.48%	58

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HC Financial Advisors's IWB Position: Q2 2022 in Review

HC Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 18% in Q2 2022, buying an estimated $191K and bringing the position to 5,631 shares worth $1.17M. The position accounts for 0.78% of the portfolio, ranked #46.

HC Financial Advisors first reported a position in IWB in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.2M in Q1 2022. 1,020 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

HC Financial Advisors held 5,631 shares of iShares Russell 1000 ETF worth $1.17M as of Q2 2022.
HC Financial Advisors bought 845 iShares Russell 1000 ETF shares in Q2 2022, an estimated $191K.
iShares Russell 1000 ETF made up 0.78% of HC Financial Advisors's portfolio in Q2 2022, its #46 holding.
HC Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 16 quarters since.
HC Financial Advisors's iShares Russell 1000 ETF position peaked at $1.2M in Q1 2022.
1,020 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.