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

Palladium 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
2021 Q2	–	Sell	-3,870	Closed	-$866K	–	284
2021 Q1	$866K	Hold	3,870	–	–	0.04%	189
2020 Q4	$820K	Hold	3,870	–	–	0.05%	174
2020 Q3	$724K	Hold	3,870	–	–	0.05%	168
2020 Q2	$664K	Hold	3,870	–	–	0.05%	169
2020 Q1	$548K	Hold	3,870	–	–	0.05%	169
2019 Q4	$690K	Hold	3,870	–	–	0.04%	179
2019 Q3	$626K	Hold	3,870	–	–	0.04%	178
2019 Q2	$630K	Hold	3,870	–	–	0.04%	185
2019 Q1	$609K	Hold	3,870	–	–	0.04%	182
2018 Q4	$537K	Hold	3,870	–	–	0.04%	183
2018 Q3	$626K	Hold	3,870	–	–	0.04%	185
2018 Q2	$588K	Hold	3,870	–	–	0.04%	187
2018 Q1	$568K	Hold	3,870	–	–	0.04%	190
2017 Q4	$575K	Hold	3,870	–	–	0.04%	188
2017 Q3	$541K	Buy	3,870 +264	+7%	+$36.2K	0.04%	186
2017 Q2	$488K	Hold	3,606	–	–	0.04%	189
2017 Q1	$473K	Hold	3,606	–	–	0.04%	194
2016 Q4	$449K	Sell	3,606 -693	-16%	-$84.3K	0.04%	195
2016 Q3	$518K	Buy	4,299 +693	+19%	+$83.3K	0.05%	185
2016 Q2	$422K	Hold	3,606	–	–	0.04%	186
2016 Q1	$411K	Hold	3,606	–	–	0.04%	187
2015 Q4	$409K	Hold	3,606	–	–	0.04%	191
2015 Q3	$386K	Hold	3,606	–	–	0.04%	185
2015 Q2	$418K	Hold	3,606	–	–	0.04%	198
2015 Q1	$418K	Hold	3,606	–	–	0.04%	206
2014 Q4	$413K	Hold	3,606	–	–	0.04%	207
2014 Q3	$396K	Hold	3,606	–	–	0.04%	202
2014 Q2	$397K	Hold	3,606	–	–	0.04%	203
2014 Q1	$378K	Hold	3,606	–	–	0.03%	205
2013 Q4	$372K	Hold	3,606	–	–	0.04%	211
2013 Q3	$340K	Hold	3,606	–	–	0.03%	209
2013 Q2	$324K	Buy	+3,606	New	+$323K	0.03%	209

Other funds holding IWB

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

QS Investors New York $8.47B AUM 30.71% 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

Palladium Partners's IWB Position: Q2 2021 in Review

Palladium Partners sold out of iShares Russell 1000 ETF (IWB) in Q2 2021, closing a stake of 3,870 shares — an estimated $866K sold.

Palladium Partners first reported a position in IWB in Q2 2013 and held it in 32 quarters. The position peaked at $866K in Q1 2021. 924 funds tracked by Wall St. Rank hold IWB as of Q2 2021.

Palladium Partners reported no remaining iShares Russell 1000 ETF position as of Q2 2021 after selling out during the quarter.
Palladium Partners sold 3,870 iShares Russell 1000 ETF shares in Q2 2021, an estimated $866K.
Palladium Partners first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 32 quarters.
Palladium Partners's iShares Russell 1000 ETF position peaked at $866K in Q1 2021.
924 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2021.

Based on Palladium Partners's 13F filing for Q2 2021, filed 3 Aug 2021.