HCR Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

HCR Wealth 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
2021 Q1	–	Sell	-452	Closed	-$96K	–	216
2020 Q4	$96K	Hold	452	–	–	0.02%	188
2020 Q3	$85K	Hold	452	–	–	0.02%	169
2020 Q2	$78K	Hold	452	–	–	0.02%	165
2020 Q1	$64K	Hold	452	–	–	0.02%	168
2019 Q4	$81K	Buy	+452	New	+$77.1K	0.02%	173

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 22.9% 1-Year Est. Return

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

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

QS Investors New York $8.47B AUM 30.71% 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

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

HCR Wealth Advisors's IWB Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2021, closing a stake of 452 shares — an estimated $96K sold.

HCR Wealth Advisors first reported a position in IWB in Q4 2019 and held it in 5 quarters. The position peaked at $96K in Q4 2020. 920 funds tracked by Wall St. Rank hold IWB as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 452 iShares Russell 1000 ETF shares in Q1 2021, an estimated $96K.
HCR Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's iShares Russell 1000 ETF position peaked at $96K in Q4 2020.
920 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.