Investment Research & Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Investment Research & Advisory Group’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 Q3	–	Sell	-1,179	Closed	-$285K	–	164
2021 Q2	$285K	Sell	1,179 -266	-18%	-$62.7K	0.19%	55
2021 Q1	$323K	Sell	1,445 -190	-12%	-$41.6K	0.24%	47
2020 Q4	$346K	Hold	1,635	–	–	0.26%	47
2020 Q3	$306K	Hold	1,635	–	–	0.25%	46
2020 Q2	$279K	Hold	1,635	–	–	0.25%	47
2020 Q1	$231K	Hold	1,635	–	–	0.21%	44
2019 Q4	$292K	Buy	+1,635	New	+$279K	0.27%	41

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Investment Research & Advisory Group's IWB Position: Q3 2021 in Review

Investment Research & Advisory Group sold out of iShares Russell 1000 ETF (IWB) in Q3 2021, closing a stake of 1,179 shares — an estimated $285K sold.

Investment Research & Advisory Group first reported a position in IWB in Q4 2019 and held it in 7 quarters. The position peaked at $346K in Q4 2020. 934 funds tracked by Wall St. Rank hold IWB as of Q3 2021.

Investment Research & Advisory Group reported no remaining iShares Russell 1000 ETF position as of Q3 2021 after selling out during the quarter.
Investment Research & Advisory Group sold 1,179 iShares Russell 1000 ETF shares in Q3 2021, an estimated $285K.
Investment Research & Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 7 quarters.
Investment Research & Advisory Group's iShares Russell 1000 ETF position peaked at $346K in Q4 2020.
934 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2021.

Based on Investment Research & Advisory Group's 13F filing for Q3 2021, filed 7 Oct 2021.