PFG Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

PFG 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 Q1	–	Sell	-816	Closed	-$216K	–	479
2021 Q4	$216K	Sell	816 -154	-16%	-$39.6K	0.02%	493
2021 Q3	$234K	Buy	+970	New	+$241K	0.03%	466
2020 Q1	–	Sell	-1,327	Closed	-$239K	–	309
2019 Q4	$239K	Sell	1,327 -28	-2%	-$4.78K	0.06%	266
2019 Q3	$219K	Sell	1,355 -39	-3%	-$6.4K	0.06%	279
2019 Q2	$234K	Hold	1,394	–	–	0.06%	277
2019 Q1	$228K	Sell	1,394 -254	-15%	-$38.4K	0.07%	251
2018 Q4	$252K	Sell	1,648 -23	-1%	-$3.44K	0.08%	245
2018 Q3	$254K	Hold	1,671	–	–	0.2%	132
2018 Q2	$254K	Hold	1,671	–	–	0.22%	119
2018 Q1	$245K	Sell	1,671 -38	-2%	-$5.77K	0.23%	123
2017 Q4	$254K	Buy	+1,709	New	+$247K	0.27%	108

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG Advisors's IWB Position: Q1 2022 in Review

PFG Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2022, closing a stake of 816 shares — an estimated $216K sold.

PFG Advisors first reported a position in IWB in Q4 2017 and held it in 11 quarters. The position peaked at $254K in Q3 2018. 1,045 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

PFG Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
PFG Advisors sold 816 iShares Russell 1000 ETF shares in Q1 2022, an estimated $216K.
PFG Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 11 quarters.
PFG Advisors's iShares Russell 1000 ETF position peaked at $254K in Q3 2018.
1,045 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

Based on PFG Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.