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 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 29.2% 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

PagnatoKarp Partners's IWB Position: Q1 2020 in Review

PagnatoKarp Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2020, closing a stake of 1,332 shares — an estimated $238K sold.

PagnatoKarp Partners first reported a position in IWB in Q2 2018 and held it in 6 quarters. The position peaked at $238K in Q4 2019. 773 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

PagnatoKarp Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
PagnatoKarp Partners sold 1,332 iShares Russell 1000 ETF shares in Q1 2020, an estimated $238K.
PagnatoKarp Partners first reported a position in iShares Russell 1000 ETF in Q2 2018 and held it in 6 quarters.
PagnatoKarp Partners's iShares Russell 1000 ETF position peaked at $238K in Q4 2019.
773 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on PagnatoKarp Partners's 13F filing for Q1 2020, filed 16 Apr 2020.