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IWB icon

PagnatoKarp Partners’s iShares Russell 1000 ETF IWB Stock Holding History

PagnatoKarp Partners’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
-1,332
Closed -$238K – 176
2019
Q4 		$238K Hold
1,332
– – 0.04% 167
2019
Q3 		$219K Hold
1,332
– – 0.04% 171
2019
Q2 		$217K Hold
1,332
– – 0.05% 168
2019
Q1 		$210K Buy
+1,332
New +$201K 0.05% 159
2018
Q4 		– Sell
-1,332
Closed -$216K – 185
2018
Q3 		$216K Hold
1,332
– – 0.06% 155
2018
Q2 		$202K Buy
+1,332
New +$201K 0.06% 140

Other funds holding IWB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return