MWM
IWB icon

Marietta Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Marietta Wealth Management’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 		– Sell
-4,027
Closed -$853K – 114
2020
Q4 		$853K Buy
+4,027
New +$804K 0.23% 84

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

Marietta Wealth Management's IWB Position: Q1 2021 in Review

Marietta Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2021, closing a stake of 4,027 shares — an estimated $853K sold.

Marietta Wealth Management first reported a position in IWB in Q4 2020 and held it in 1 quarter. The position peaked at $853K in Q4 2020. 920 funds tracked by Wall St. Rank hold IWB as of Q1 2021.

  • Marietta Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q1 2021 after selling out during the quarter.
  • Marietta Wealth Management sold 4,027 iShares Russell 1000 ETF shares in Q1 2021, an estimated $853K.
  • Marietta Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 1 quarter.
  • Marietta Wealth Management's iShares Russell 1000 ETF position peaked at $853K in Q4 2020.
  • 920 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2021.

Based on Marietta Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.