NVWM LLC’s iShares Russell 1000 ETF IWB Stock Holding History

NVWM LLC’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	-75	Closed	-$20K	–	574
2021 Q4	$20K	Hold	75	–	–	0.01%	323
2021 Q3	$18K	Hold	75	–	–	0.01%	320
2021 Q2	$18K	Hold	75	–	–	0.01%	296
2021 Q1	$17K	Hold	75	–	–	0.01%	288
2020 Q4	$16K	Hold	75	–	–	0.01%	265
2020 Q3	$14K	Hold	75	–	–	0.01%	253
2020 Q2	$13K	Sell	75 -124	-62%	-$20.1K	0.01%	236
2020 Q1	$29K	Sell	199 -201	-50%	-$34K	0.02%	191
2019 Q4	$71K	Sell	400 -4	-1%	-$683	0.04%	168
2019 Q3	$66K	Sell	404 -64	-14%	-$10.5K	0.04%	182
2019 Q2	$76K	Sell	468 -7	-1%	-$1.12K	0.05%	186
2019 Q1	$75K	Sell	475 -28	-6%	-$4.23K	0.05%	164
2018 Q4	$70K	Hold	503	–	–	0.05%	165
2018 Q3	$82K	Hold	503	–	–	0.05%	164
2018 Q2	$76K	Sell	503 -35	-7%	-$5.27K	0.05%	159
2018 Q1	$78K	Sell	538 -29	-5%	-$4.41K	0.06%	164
2017 Q4	$84K	Buy	+567	New	+$82.1K	0.06%	155

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 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

NVWM LLC's IWB Position: Q1 2022 in Review

NVWM LLC sold out of iShares Russell 1000 ETF (IWB) in Q1 2022, closing a stake of 75 shares — an estimated $20K sold.

NVWM LLC first reported a position in IWB in Q4 2017 and held it in 17 quarters. The position peaked at $84K in Q4 2017. 1,045 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

NVWM LLC reported no remaining iShares Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
NVWM LLC sold 75 iShares Russell 1000 ETF shares in Q1 2022, an estimated $20K.
NVWM LLC first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 17 quarters.
NVWM LLC's iShares Russell 1000 ETF position peaked at $84K in Q4 2017.
1,045 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

Based on NVWM LLC's 13F filing for Q1 2022, filed 11 May 2022.