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Little House Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Little House 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
Q1 		– Sell
-3,544
Closed -$632K – 94
2019
Q4 		$632K Sell
3,544
-10
-0.3% -$1.71K 0.55% 57
2019
Q3 		$585K Sell
3,554
-14
-0.4% -$2.3K 0.44% 69
2019
Q2 		$595 Sell
3,568
-3,257
-48% -$521K 0.4% 72
2019
Q1 		$1.07M Buy
6,825
+1,932
+39% +$292K 0.8% 46
2018
Q4 		$679K Buy
+4,893
New +$732K 0.66% 59

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Little House Capital's IWB Position: Q1 2020 in Review

Little House Capital sold out of iShares Russell 1000 ETF (IWB) in Q1 2020, closing a stake of 3,544 shares — an estimated $632K sold.

Little House Capital first reported a position in IWB in Q4 2018 and held it in 5 quarters. The position peaked at $1.07M in Q1 2019. 774 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

  • Little House Capital reported no remaining iShares Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • Little House Capital sold 3,544 iShares Russell 1000 ETF shares in Q1 2020, an estimated $632K.
  • Little House Capital first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 5 quarters.
  • Little House Capital's iShares Russell 1000 ETF position peaked at $1.07M in Q1 2019.
  • 774 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on Little House Capital's 13F filing for Q1 2020, filed 15 May 2020.