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Personal Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Personal Wealth 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
Q3 		– Sell
-50
Closed -$12K – 227
2021
Q2 		$12K Buy
+50
New +$11.8K ﹤0.01% 255
2020
Q1 		– Sell
-50
Closed -$9K – 318
2019
Q4 		$9K Hold
50
– – ﹤0.01% 241
2019
Q3 		$8K Buy
+50
New +$8.21K ﹤0.01% 251
2019
Q1 		– Sell
-35,907
Closed -$4.72M – 65
2018
Q4 		$4.72M Buy
+35,907
New +$5.37M 2.96% 6

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Personal Wealth Partners's IWB Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Russell 1000 ETF (IWB) in Q3 2021, closing a stake of 50 shares — an estimated $12K sold.

Personal Wealth Partners first reported a position in IWB in Q4 2018 and held it in 4 quarters. The position peaked at $4.72M in Q4 2018. 934 funds tracked by Wall St. Rank hold IWB as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares Russell 1000 ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 50 iShares Russell 1000 ETF shares in Q3 2021, an estimated $12K.
  • Personal Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 4 quarters.
  • Personal Wealth Partners's iShares Russell 1000 ETF position peaked at $4.72M in Q4 2018.
  • 934 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.