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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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return