Marino Stram & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Marino Stram & Associates’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	-3,371	Closed	-$816K	–	216
2021 Q2	$816K	Buy	+3,371	New	+$794K	0.21%	89
2019 Q2	–	Sell	-104	Closed	-$16K	–	326
2019 Q1	$16K	Hold	104	–	–	0.01%	263
2018 Q4	$14K	Sell	104 -38	-27%	-$5.68K	0.01%	244
2018 Q3	$23K	Hold	142	–	–	0.02%	230
2018 Q2	$22K	Hold	142	–	–	0.02%	236
2018 Q1	$21K	Buy	142 +1	+0.7%	+$152	0.02%	246
2017 Q4	$21K	Buy	+141	New	+$20.4K	0.02%	249

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marino Stram & Associates's IWB Position: Q3 2021 in Review

Marino Stram & Associates sold out of iShares Russell 1000 ETF (IWB) in Q3 2021, closing a stake of 3,371 shares — an estimated $816K sold.

Marino Stram & Associates first reported a position in IWB in Q4 2017 and held it in 7 quarters. The position peaked at $816K in Q2 2021. 936 funds tracked by Wall St. Rank hold IWB as of Q3 2021.

Marino Stram & Associates reported no remaining iShares Russell 1000 ETF position as of Q3 2021 after selling out during the quarter.
Marino Stram & Associates sold 3,371 iShares Russell 1000 ETF shares in Q3 2021, an estimated $816K.
Marino Stram & Associates first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 7 quarters.
Marino Stram & Associates's iShares Russell 1000 ETF position peaked at $816K in Q2 2021.
936 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.