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PCA
Personal Capital Advisors’s
iShares Russell 1000 ETF
IWB
Stock Holding History
Personal Capital Advisors’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
Q4
$130M
Sell
615,437
-10,565
-2%
-$2.24M
0.63%
28
2022
Q3
$124M
Sell
626,002
-7,199
-1%
-$1.58M
0.67%
27
2022
Q2
$132M
Sell
633,201
-13,691
-2%
-$3.09M
0.69%
26
2022
Q1
$162M
Sell
646,892
-11,157
-2%
-$2.75M
0.76%
27
2021
Q4
$174M
Sell
658,049
-9,945
-1%
-$2.56M
0.8%
25
2021
Q3
$161M
Sell
667,994
-9,764
-1%
-$2.43M
0.81%
24
2021
Q2
$164M
Sell
677,758
-10,472
-2%
-$2.47M
0.85%
23
2021
Q1
$154M
Sell
688,230
-18,519
-3%
-$4.05M
0.89%
23
2020
Q4
$150M
Sell
706,749
-17,301
-2%
-$3.45M
0.96%
22
2020
Q3
$136M
Sell
724,050
-24,626
-3%
-$4.55M
1.02%
21
2020
Q2
$129M
Sell
748,676
-32,572
-4%
-$5.27M
1.06%
22
2020
Q1
$110M
Sell
781,248
-35,263
-4%
-$5.96M
1.09%
18
2019
Q4
$146M
Sell
816,511
-9,887
-1%
-$1.69M
1.23%
17
2019
Q3
$136M
Sell
826,398
-11,668
-1%
-$1.91M
1.3%
17
2019
Q2
$136M
Sell
838,066
-18,759
-2%
-$3M
1.39%
17
2019
Q1
$135M
Sell
856,825
-27,568
-3%
-$4.17M
1.51%
16
2018
Q4
$123M
Buy
+884,393
New
+$132M
1.64%
14
Other funds holding IWB
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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