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Lavaca Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Lavaca Capital’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
Q3 		– Sell
-7,627
Closed -$1.31M – 113
2020
Q2 		$1.31M Buy
+7,627
New +$1.23M 0.42% 29

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Lavaca Capital's IWB Position: Q3 2020 in Review

Lavaca Capital sold out of iShares Russell 1000 ETF (IWB) in Q3 2020, closing a stake of 7,627 shares — an estimated $1.31M sold.

Lavaca Capital first reported a position in IWB in Q2 2020 and held it in 1 quarter. The position peaked at $1.31M in Q2 2020. 819 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

  • Lavaca Capital reported no remaining iShares Russell 1000 ETF position as of Q3 2020 after selling out during the quarter.
  • Lavaca Capital sold 7,627 iShares Russell 1000 ETF shares in Q3 2020, an estimated $1.31M.
  • Lavaca Capital first reported a position in iShares Russell 1000 ETF in Q2 2020 and held it in 1 quarter.
  • Lavaca Capital's iShares Russell 1000 ETF position peaked at $1.31M in Q2 2020.
  • 819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

Based on Lavaca Capital's 13F filing for Q3 2020, filed 10 Nov 2020.