Price Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Price Wealth’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
2020 Q3	$410K	Hold	2,190	–	–	0.11%	51
2020 Q2	$376K	Hold	2,190	–	–	0.11%	63
2020 Q1	$310K	Hold	2,190	–	–	0.11%	66
2019 Q4	$391K	Hold	2,190	–	–	0.12%	56
2019 Q3	$360K	Hold	2,190	–	–	0.12%	56
2019 Q2	$357K	Hold	2,190	–	–	0.12%	58
2019 Q1	$345K	Hold	2,190	–	–	0.13%	53
2018 Q4	$304K	Hold	2,190	–	–	0.13%	58
2018 Q3	$354K	Hold	2,190	–	–	0.13%	52
2018 Q2	$333K	Hold	2,190	–	–	0.13%	66
2018 Q1	$321K	Hold	2,190	–	–	0.19%	55
2017 Q4	$325K	Buy	+2,190	New	+$317K	0.21%	23

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Price Wealth's IWB Position: Q3 2020 in Review

Price Wealth held its iShares Russell 1000 ETF (IWB) position steady in Q3 2020 at 2,190 shares worth $410K. The position accounts for 0.11% of the portfolio, ranked #51.

Price Wealth first reported a position in IWB in Q4 2017 and has held it in 12 quarters since. 819 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

Price Wealth held 2,190 shares of iShares Russell 1000 ETF worth $410K as of Q3 2020.
Price Wealth left its iShares Russell 1000 ETF share count unchanged in Q3 2020.
iShares Russell 1000 ETF made up 0.11% of Price Wealth's portfolio in Q3 2020, its #51 holding.
Price Wealth first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 12 quarters since.
819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.