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QCM Cayman’s iShares Russell 1000 ETF IWB Stock Holding History

QCM Cayman’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
2021
Q1 		– Sell
-1,200
Closed -$254K – 196
2020
Q4 		$254K Hold
1,200
– – 0.26% 152
2020
Q3 		$225K Hold
1,200
– – 0.39% 125
2020
Q2 		$206K Buy
+1,200
New +$194K 0.47% 102
2014
Q2 		– Sell
-2,823
Closed -$296K – 292
2014
Q1 		$296K Buy
+2,823
New +$290K 0.07% 178

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

QCM Cayman's IWB Position: Q1 2021 in Review

QCM Cayman sold out of iShares Russell 1000 ETF (IWB) in Q1 2021, closing a stake of 1,200 shares — an estimated $254K sold.

QCM Cayman first reported a position in IWB in Q1 2014 and held it in 4 quarters. The position peaked at $296K in Q1 2014. 920 funds tracked by Wall St. Rank hold IWB as of Q1 2021.

  • QCM Cayman reported no remaining iShares Russell 1000 ETF position as of Q1 2021 after selling out during the quarter.
  • QCM Cayman sold 1,200 iShares Russell 1000 ETF shares in Q1 2021, an estimated $254K.
  • QCM Cayman first reported a position in iShares Russell 1000 ETF in Q1 2014 and held it in 4 quarters.
  • QCM Cayman's iShares Russell 1000 ETF position peaked at $296K in Q1 2014.
  • 920 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2021.

Based on QCM Cayman's 13F filing for Q1 2021, filed 17 May 2021.