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

Independence 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
2020
Q1 		– Sell
-1,168
Closed -$208K – 24
2019
Q4 		$208K Buy
+1,168
New +$199K 0.2% 24
2019
Q3 		– Sell
-1,398
Closed -$228K – 25
2019
Q2 		$228K Hold
1,398
– – 0.22% 25
2019
Q1 		$220K Buy
+1,398
New +$211K 0.24% 21

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

Independence Wealth Advisors's IWB Position: Q1 2020 in Review

Independence Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2020, closing a stake of 1,168 shares — an estimated $208K sold.

Independence Wealth Advisors first reported a position in IWB in Q1 2019 and held it in 3 quarters. The position peaked at $228K in Q2 2019. 774 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

  • Independence Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • Independence Wealth Advisors sold 1,168 iShares Russell 1000 ETF shares in Q1 2020, an estimated $208K.
  • Independence Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2019 and held it in 3 quarters.
  • Independence Wealth Advisors's iShares Russell 1000 ETF position peaked at $228K in Q2 2019.
  • 774 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on Independence Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.