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

Lighthouse 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
Q1 		$242K Hold
1,083
– – 0.07% 97
2020
Q4 		$229K Hold
1,083
– – 0.08% 102
2020
Q3 		$202K Buy
+1,083
New +$200K 0.08% 100

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Lighthouse Financial Advisors's IWB Position: Q1 2021 in Review

Lighthouse Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2021 at 1,083 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #97.

Lighthouse Financial Advisors first reported a position in IWB in Q3 2020 and has held it in 3 quarters since. 920 funds tracked by Wall St. Rank hold IWB as of Q1 2021.

  • Lighthouse Financial Advisors held 1,083 shares of iShares Russell 1000 ETF worth $242K as of Q1 2021.
  • Lighthouse Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2021.
  • iShares Russell 1000 ETF made up 0.07% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #97 holding.
  • Lighthouse Financial Advisors first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 3 quarters since.
  • 920 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.