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	–	575
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

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

BlackRock New York $5.7T 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 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return