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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
Q2 		– Hold
0
– – – 195
2018
Q4 		– Hold
0
– – – 205

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phocas Financial Corp's IWB Position: Q1 2022 in Review

Phocas Financial Corp sold out of iShares Russell 1000 ETF (IWB) in Q1 2022, closing a stake of 1,336 shares — an estimated $353K sold.

Phocas Financial Corp first reported a position in IWB in Q1 2021 and held it in 4 quarters. The position peaked at $353K in Q4 2021. 1,046 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

  • Phocas Financial Corp reported no remaining iShares Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
  • Phocas Financial Corp sold 1,336 iShares Russell 1000 ETF shares in Q1 2022, an estimated $353K.
  • Phocas Financial Corp first reported a position in iShares Russell 1000 ETF in Q1 2021 and held it in 4 quarters.
  • Phocas Financial Corp's iShares Russell 1000 ETF position peaked at $353K in Q4 2021.
  • 1,046 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

Based on Phocas Financial Corp's 13F filing for Q1 2022, filed 25 May 2022.