PFC
IWB icon

Phocas Financial Corp’s iShares Russell 1000 ETF IWB Stock Holding History

Phocas Financial Corp’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
-1,336
Closed -$353K – 219
2021
Q4 		$353K Sell
1,336
-44
-3% -$11.3K 0.04% 173
2021
Q3 		$334K Hold
1,380
– – 0.04% 184
2021
Q2 		$334K Hold
1,380
– – 0.04% 190
2021
Q1 		$309K Buy
+1,380
New +$302K 0.04% 186
2020
Q4 		– Hold
0
– – – 175
2020
Q3 		– Hold
0
– – – 176
2019
Q3 		– Hold
0
– -$176K – 251
2019
Q2 		– Hold
0
– – – 195
2019
Q1 		– Hold
0
– -$150K – 260
2018
Q4 		– Hold
0
– – – 205

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return