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Private Wealth Advisors (Pennsylvania)’s iShares Russell 1000 ETF IWB Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q4 		$405K Sell
1,910
-50
-3% -$9.98K 0.23% 76
2020
Q3 		$367K Hold
1,960
– – 0.23% 73
2020
Q2 		$336K Sell
1,960
-56
-3% -$9.06K 0.23% 75
2020
Q1 		$314K Sell
2,016
-293
-13% -$49.5K 0.24% 74
2019
Q4 		$419K Sell
2,309
-877
-28% -$150K 0.22% 88
2019
Q3 		$524K Sell
3,186
-2,984
-48% -$490K 0.27% 81
2019
Q2 		$1M Sell
6,170
-97
-2% -$15.5K 0.36% 70
2019
Q1 		$986K Buy
6,267
+97
+2% +$14.7K 0.37% 66
2018
Q4 		$856K Sell
6,170
-2,735
-31% -$409K 0.37% 68
2018
Q3 		$1.44M Sell
8,905
-110
-1% -$17.5K 0.53% 55
2018
Q2 		$1.37M Sell
9,015
-130
-1% -$19.6K 0.55% 53
2018
Q1 		$1.34M Sell
9,145
-902
-9% -$137K 0.54% 55
2017
Q4 		$1.49M Sell
10,047
-650
-6% -$94.1K 0.58% 53
2017
Q3 		$1.5M Sell
10,697
-216
-2% -$29.6K 0.61% 52
2017
Q2 		$1.48M Buy
10,913
+15
+0.1% +$2K 0.63% 49
2017
Q1 		$1.43M Sell
10,898
-18,542
-63% -$2.4M 0.64% 48
2016
Q4 		$3.66M Sell
29,440
-40
-0.1% -$4.87K 1.7% 17
2016
Q3 		$3.55M Buy
29,480
+335
+1% +$40.3K 1.69% 18
2016
Q2 		$3.41M Buy
29,145
+241
+0.8% +$27.8K 1.67% 19
2016
Q1 		$3.3M Sell
28,904
-1,474
-5% -$159K 1.76% 16
2015
Q4 		$3.44M Buy
30,378
+2,575
+9% +$294K 1.94% 14
2015
Q3 		$2.98M Buy
27,803
+7,279
+35% +$827K 1.49% 15
2015
Q2 		$2.38M Buy
20,524
+3,826
+23% +$451K 1.08% 31
2015
Q1 		$1.93M Buy
16,698
+3,499
+27% +$404K 0.9% 35
2014
Q4 		$1.51M Buy
13,199
+423
+3% +$47.4K 0.73% 40
2014
Q3 		$1.4M Hold
12,776
– – 0.74% 44
2014
Q2 		$1.41M Hold
12,776
– – 0.72% 49
2014
Q1 		$1.34M Hold
12,776
– – 0.73% 48
2013
Q4 		$1.32M Hold
12,776
– – 0.72% 50
2013
Q3 		$1.2M Buy
12,776
+26
+0.2% +$2.43K 0.71% 49
2013
Q2 		$1.15M Buy
+12,750
New +$1.14M 0.71% 49

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IWB Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its iShares Russell 1000 ETF (IWB) stake by 2.6% in Q4 2020, selling an estimated $9.98K and leaving 1,910 shares worth $405K. The position accounts for 0.23% of the portfolio, ranked #76.

Private Wealth Advisors (Pennsylvania) first reported a position in IWB in Q2 2013 and has held it in 31 quarters since. The position peaked at $3.66M in Q4 2016. 906 funds tracked by Wall St. Rank hold IWB as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 1,910 shares of iShares Russell 1000 ETF worth $405K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 50 iShares Russell 1000 ETF shares in Q4 2020, an estimated $9.98K.
  • iShares Russell 1000 ETF made up 0.23% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #76 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s iShares Russell 1000 ETF position peaked at $3.66M in Q4 2016.
  • 906 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.