NFC Investments’s iShares Russell 1000 ETF IWB Stock Holding History

NFC Investments’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	-3,500	Closed	-$624K	–	44
2019 Q4	$624K	Hold	3,500	–	–	0.16%	35
2019 Q3	$576K	Hold	3,500	–	–	0.16%	35
2019 Q2	$570K	Hold	3,500	–	–	0.16%	34
2019 Q1	$551K	Sell	3,500 -474	-12%	-$71.7K	0.16%	30
2018 Q4	$551K	Hold	3,974	–	–	0.18%	34
2018 Q3	$643K	Hold	3,974	–	–	0.21%	33
2018 Q2	$604K	Hold	3,974	–	–	0.22%	30
2018 Q1	$584K	Hold	3,974	–	–	0.21%	33
2017 Q4	$591K	Hold	3,974	–	–	0.2%	34
2017 Q3	$556K	Buy	+3,974	New	+$545K	0.19%	34

Other funds holding IWB

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

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

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

NFC Investments's IWB Position: Q1 2020 in Review

NFC Investments sold out of iShares Russell 1000 ETF (IWB) in Q1 2020, closing a stake of 3,500 shares — an estimated $624K sold.

NFC Investments first reported a position in IWB in Q3 2017 and held it in 10 quarters. The position peaked at $643K in Q3 2018. 773 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

NFC Investments reported no remaining iShares Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
NFC Investments sold 3,500 iShares Russell 1000 ETF shares in Q1 2020, an estimated $624K.
NFC Investments first reported a position in iShares Russell 1000 ETF in Q3 2017 and held it in 10 quarters.
NFC Investments's iShares Russell 1000 ETF position peaked at $643K in Q3 2018.
773 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on NFC Investments's 13F filing for Q1 2020, filed 11 May 2020.