Johanson Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Johanson Financial 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
2021 Q4	$443K	Buy	1,674 +5	+0.3%	+$1.29K	0.14%	90
2021 Q3	$403K	Buy	1,669 +6	+0.4%	+$1.49K	0.14%	89
2021 Q2	$407K	Buy	1,663 +4	+0.2%	+$942	0.14%	87
2021 Q1	$386K	Sell	1,659 -205	-11%	-$44.9K	0.14%	88
2020 Q4	$395K	Buy	1,864 +7	+0.4%	+$1.4K	0.16%	85
2020 Q3	$353K	Buy	1,857 +8	+0.4%	+$1.48K	0.16%	84
2020 Q2	$317K	Buy	1,849 +116	+7%	+$18.8K	0.16%	84
2020 Q1	$245K	Sell	1,733 -307,525	-99%	-$52M	0.14%	82
2019 Q4	$1.73M	Buy	309,258 +307,541	+17,912%	+$52.5M	0.08%	109
2019 Q3	$283K	Hold	1,717	–	–	0.15%	82
2019 Q2	$280K	Buy	1,717 +9	+0.5%	+$1.44K	0.15%	83
2019 Q1	$269K	Sell	1,708 -194	-10%	-$29.3K	0.15%	85
2018 Q4	$264K	Buy	+1,902	New	+$285K	0.18%	79

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johanson Financial Advisors's IWB Position: Q4 2021 in Review

Johanson Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.3% in Q4 2021, buying an estimated $1.29K and bringing the position to 1,674 shares worth $443K. The position accounts for 0.14% of the portfolio, ranked #90.

Johanson Financial Advisors first reported a position in IWB in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.73M in Q4 2019. 1,058 funds tracked by Wall St. Rank hold IWB as of Q4 2021.

Johanson Financial Advisors held 1,674 shares of iShares Russell 1000 ETF worth $443K as of Q4 2021.
Johanson Financial Advisors bought 5 iShares Russell 1000 ETF shares in Q4 2021, an estimated $1.29K.
iShares Russell 1000 ETF made up 0.14% of Johanson Financial Advisors's portfolio in Q4 2021, its #90 holding.
Johanson Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 13 quarters since.
Johanson Financial Advisors's iShares Russell 1000 ETF position peaked at $1.73M in Q4 2019.
1,058 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.