Level Four Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Level Four Advisory Services’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	-4,044	Closed	-$979K	–	562
2021 Q2	$979K	Hold	4,044	–	–	0.07%	271
2021 Q1	$905K	Hold	4,044	–	–	0.07%	281
2020 Q4	$857K	Hold	4,044	–	–	0.07%	273
2020 Q3	$757K	Sell	4,044 -47	-1%	-$8.68K	0.06%	287
2020 Q2	$702K	Buy	+4,091	New	+$662K	0.05%	307

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

Level Four Advisory Services's IWB Position: Q3 2021 in Review

Level Four Advisory Services sold out of iShares Russell 1000 ETF (IWB) in Q3 2021, closing a stake of 4,044 shares — an estimated $979K sold.

Level Four Advisory Services first reported a position in IWB in Q2 2020 and held it in 5 quarters. The position peaked at $979K in Q2 2021. 934 funds tracked by Wall St. Rank hold IWB as of Q3 2021.

Level Four Advisory Services reported no remaining iShares Russell 1000 ETF position as of Q3 2021 after selling out during the quarter.
Level Four Advisory Services sold 4,044 iShares Russell 1000 ETF shares in Q3 2021, an estimated $979K.
Level Four Advisory Services first reported a position in iShares Russell 1000 ETF in Q2 2020 and held it in 5 quarters.
Level Four Advisory Services's iShares Russell 1000 ETF position peaked at $979K in Q2 2021.
934 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.