Mid Atlantic Financial Management’s iShares Russell 1000 ETF IWB Stock Holding History

Mid Atlantic Financial 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 Q3	$4.51M	Sell	18,674 -1,246	-6%	-$310K	0.3%	70
2021 Q2	$4.82M	Buy	19,920 +1,161	+6%	+$274K	0.32%	65
2021 Q1	$4.2M	Buy	18,759 +224	+1%	+$49K	0.31%	73
2020 Q4	$3.93M	Buy	18,535 +243	+1%	+$48.5K	0.3%	78
2020 Q3	$3.63M	Sell	18,292 -230	-1%	-$42.5K	0.32%	71
2020 Q2	$3.18M	Buy	18,522 +3,489	+23%	+$564K	0.31%	74
2020 Q1	$2.13M	Buy	15,033 +1,592	+12%	+$269K	0.24%	90
2019 Q4	$2.4M	Buy	13,441 +10,033	+294%	+$1.71M	0.22%	97
2019 Q3	$561K	Buy	3,408 +154	+5%	+$25.3K	0.06%	320
2019 Q2	$530K	Buy	3,254 +292	+10%	+$46.8K	0.06%	352
2019 Q1	$466K	Buy	2,962 +264	+10%	+$39.9K	0.05%	382
2018 Q4	$374K	Buy	+2,698	New	+$404K	0.05%	417

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mid Atlantic Financial Management's IWB Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares Russell 1000 ETF (IWB) stake by 6.3% in Q3 2021, selling an estimated $310K and leaving 18,674 shares worth $4.51M. The position accounts for 0.3% of the portfolio, ranked #70.

Mid Atlantic Financial Management first reported a position in IWB in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.82M in Q2 2021. 934 funds tracked by Wall St. Rank hold IWB as of Q3 2021.

Mid Atlantic Financial Management held 18,674 shares of iShares Russell 1000 ETF worth $4.51M as of Q3 2021.
Mid Atlantic Financial Management sold 1,246 iShares Russell 1000 ETF shares in Q3 2021, an estimated $310K.
iShares Russell 1000 ETF made up 0.3% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #70 holding.
Mid Atlantic Financial Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares Russell 1000 ETF position peaked at $4.82M in Q2 2021.
934 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.