IFWM
IWB icon

Institute for Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Institute for Wealth Management’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
-639
Closed -$114K – 537
2019
Q4 		$114K Buy
+639
New +$109K 0.03% 463
2014
Q4 		– Sell
-256
Closed -$28K – 38
2014
Q3 		$28K Hold
256
– – 0.03% 42
2014
Q2 		$28K Hold
256
– – 0.02% 42
2014
Q1 		$27K Hold
256
– – 0.02% 56
2013
Q4 		$26K Sell
256
-53
-17% -$5.24K 0.02% 56
2013
Q3 		$29K Sell
309
-122,822
-100% -$11.5M 0.02% 45
2013
Q2 		$11.1M Buy
+123,131
New +$11M 8.89% 2

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