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McDaniel Terry & Co’s iShares Russell 1000 ETF IWB Stock Holding History

McDaniel Terry & Co’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
2022
Q1 		– Sell
-15,444
Closed -$4.08M – 103
2021
Q4 		$4.08M Buy
+15,444
New +$3.98M 0.41% 35

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McDaniel Terry & Co's IWB Position: Q1 2022 in Review

McDaniel Terry & Co sold out of iShares Russell 1000 ETF (IWB) in Q1 2022, closing a stake of 15,444 shares — an estimated $4.08M sold.

McDaniel Terry & Co first reported a position in IWB in Q4 2021 and held it in 1 quarter. The position peaked at $4.08M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

  • McDaniel Terry & Co reported no remaining iShares Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
  • McDaniel Terry & Co sold 15,444 iShares Russell 1000 ETF shares in Q1 2022, an estimated $4.08M.
  • McDaniel Terry & Co first reported a position in iShares Russell 1000 ETF in Q4 2021 and held it in 1 quarter.
  • McDaniel Terry & Co's iShares Russell 1000 ETF position peaked at $4.08M in Q4 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

Based on McDaniel Terry & Co's 13F filing for Q1 2022, filed 27 Apr 2022.