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Paul John Balson’s iShares Russell 1000 ETF IWB Stock Holding History

Paul John Balson’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
Q4 		$2.2M Buy
10,396
+93
+0.9% +$18.6K 0.45% 17
2020
Q3 		$1.93M Hold
10,303
– – 0.48% 14
2020
Q2 		$1.77M Buy
10,303
+17
+0.2% +$2.75K 0.67% 17
2020
Q1 		$1.46M Buy
+10,286
New +$1.74M 0.78% 17

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Paul John Balson's IWB Position: Q4 2020 in Review

Paul John Balson increased its iShares Russell 1000 ETF (IWB) stake by 0.9% in Q4 2020, buying an estimated $18.6K and bringing the position to 10,396 shares worth $2.2M. The position accounts for 0.45% of the portfolio, ranked #17.

Paul John Balson first reported a position in IWB in Q1 2020 and has held it in 4 quarters since. 906 funds tracked by Wall St. Rank hold IWB as of Q4 2020.

  • Paul John Balson held 10,396 shares of iShares Russell 1000 ETF worth $2.2M as of Q4 2020.
  • Paul John Balson bought 93 iShares Russell 1000 ETF shares in Q4 2020, an estimated $18.6K.
  • iShares Russell 1000 ETF made up 0.45% of Paul John Balson's portfolio in Q4 2020, its #17 holding.
  • Paul John Balson first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 4 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.