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Independence Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Independence 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
2020
Q3 		$297K Sell
1,587
-84
-5% -$15.5K 0.06% 71
2020
Q2 		$287K Buy
1,671
+997
+148% +$161K 0.07% 69
2020
Q1 		$95K Hold
674
– – 0.03% 94
2019
Q4 		$120K Buy
+674
New +$115K 0.03% 101

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Independence Advisors's IWB Position: Q3 2020 in Review

Independence Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 5% in Q3 2020, selling an estimated $15.5K and leaving 1,587 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #71.

Independence Advisors first reported a position in IWB in Q4 2019 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

  • Independence Advisors held 1,587 shares of iShares Russell 1000 ETF worth $297K as of Q3 2020.
  • Independence Advisors sold 84 iShares Russell 1000 ETF shares in Q3 2020, an estimated $15.5K.
  • iShares Russell 1000 ETF made up 0.06% of Independence Advisors's portfolio in Q3 2020, its #71 holding.
  • Independence Advisors first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 4 quarters since.
  • 819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.