Jacobi Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-229	Closed	-$55K	–	856
2021 Q3	$55K	Buy	229 +20	+10%	+$4.97K	0.01%	635
2021 Q2	$51K	Hold	209	–	–	0.01%	619
2021 Q1	$47K	Hold	209	–	–	0.01%	587
2020 Q4	$44K	Hold	209	–	–	0.01%	555
2020 Q3	$39K	Hold	209	–	–	0.01%	543
2020 Q2	$36K	Hold	209	–	–	0.01%	532
2020 Q1	$30K	Hold	209	–	–	0.01%	501
2019 Q4	$37K	Hold	209	–	–	0.01%	517
2019 Q3	$34K	Hold	209	–	–	0.01%	511
2019 Q2	$34K	Hold	209	–	–	0.01%	512
2019 Q1	$33K	Buy	+209	New	+$31.6K	0.01%	478

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 22.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jacobi Capital Management's IWB Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2021, closing a stake of 229 shares — an estimated $55K sold.

Jacobi Capital Management first reported a position in IWB in Q1 2019 and held it in 11 quarters. The position peaked at $55K in Q3 2021. 1,058 funds tracked by Wall St. Rank hold IWB as of Q4 2021.

Jacobi Capital Management reported no remaining iShares Russell 1000 ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 229 iShares Russell 1000 ETF shares in Q4 2021, an estimated $55K.
Jacobi Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2019 and held it in 11 quarters.
Jacobi Capital Management's iShares Russell 1000 ETF position peaked at $55K in Q3 2021.
1,058 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.