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QS Investors’s iShares Russell 1000 ETF IWB Stock Holding History

QS Investors’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
Q2 		$754M Buy
3,116,360
+629,980
+25% +$148M 8.91% 3
2021
Q1 		$557M Buy
2,486,380
+246,969
+11% +$54.1M 6.48% 3
2020
Q4 		$474M Buy
2,239,411
+497,355
+29% +$99.3M 5.7% 3
2020
Q3 		$327M Sell
1,742,056
-110,825
-6% -$20.5M 4.37% 5
2020
Q2 		$318M Sell
1,852,881
-286,882
-13% -$46.4M 4.44% 4
2020
Q1 		$303M Sell
2,139,763
-2,788,675
-57% -$471M 4.82% 3
2019
Q4 		$887M Buy
4,928,438
+2,624,257
+114% +$448M 8.87% 1
2019
Q3 		$379M Sell
2,304,181
-733,350
-24% -$120M 4.14% 4
2019
Q2 		$494M Buy
3,037,531
+601,206
+25% +$96.3M 5.33% 3
2019
Q1 		$383M Buy
2,436,325
+241,005
+11% +$36.4M 4.2% 4
2018
Q4 		$304M Sell
2,195,320
-3,214,912
-59% -$481M 3.92% 4
2018
Q3 		$875M Buy
5,410,232
+1,698,403
+46% +$270M 8.41% 3
2018
Q2 		$564M Buy
3,711,829
+31,796
+0.9% +$4.79M 5.58% 3
2018
Q1 		$540M Sell
3,680,033
-2,640,974
-42% -$401M 5.54% 4
2017
Q4 		$939M Sell
6,321,007
-176,672
-3% -$25.6M 8.84% 3
2017
Q3 		$909M Sell
6,497,679
-75,560
-1% -$10.4M 7.37% 3
2017
Q2 		$889M Sell
6,573,239
-49,142
-0.7% -$6.56M 7.58% 3
2017
Q1 		$869M Buy
6,622,381
+804,412
+14% +$104M 7.48% 3
2016
Q4 		$724M Buy
5,817,969
+252,923
+5% +$30.8M 5.92% 3
2016
Q3 		$670M Buy
5,565,046
+2,503,090
+82% +$301M 5.24% 2
2016
Q2 		$358M Sell
3,061,956
-1,233,057
-29% -$142M 3.05% 4
2016
Q1 		$490M Sell
4,295,013
-91,706
-2% -$9.91M 4.67% 3
2015
Q4 		$497M Buy
4,386,719
+1,193,232
+37% +$136M 4.8% 2
2015
Q3 		$342M Buy
+3,193,487
New +$363M 3.58% 3
2015
Q1 		– Sell
-500
Closed -$58K – 1408
2014
Q4 		$58K Buy
+500
New +$56.1K ﹤0.01% 1189

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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 22.96% 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 29.2% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

QS Investors's IWB Position: Q2 2021 in Review

QS Investors increased its iShares Russell 1000 ETF (IWB) stake by 25% in Q2 2021, buying an estimated $148M and bringing the position to 3,116,360 shares worth $754M. The position accounts for 8.91% of the portfolio, ranked #3.

QS Investors first reported a position in IWB in Q4 2014 and has held it in 25 quarters since. The position peaked at $939M in Q4 2017. 924 funds tracked by Wall St. Rank hold IWB as of Q2 2021.

  • QS Investors held 3,116,360 shares of iShares Russell 1000 ETF worth $754M as of Q2 2021.
  • QS Investors bought 629,980 iShares Russell 1000 ETF shares in Q2 2021, an estimated $148M.
  • iShares Russell 1000 ETF made up 8.91% of QS Investors's portfolio in Q2 2021, its #3 holding.
  • QS Investors first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 25 quarters since.
  • QS Investors's iShares Russell 1000 ETF position peaked at $939M in Q4 2017.
  • 924 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.