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Raab & Moskowitz Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Raab & Moskowitz Asset Management’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
Q1 		– Sell
-220
Closed -$39K – 329
2019
Q4 		$39K Buy
+220
New +$37.5K 0.02% 281
2018
Q4 		– Sell
-217
Closed -$35K – 334
2018
Q3 		$35K Buy
+217
New +$34.4K 0.01% 287
2015
Q1 		– Sell
-217
Closed -$25K – 251
2014
Q4 		$25K Buy
+217
New +$24.3K 0.01% 253

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Raab & Moskowitz Asset Management's IWB Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2020, closing a stake of 220 shares — an estimated $39K sold.

Raab & Moskowitz Asset Management first reported a position in IWB in Q4 2014 and held it in 3 quarters. The position peaked at $39K in Q4 2019. 774 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining iShares Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 220 iShares Russell 1000 ETF shares in Q1 2020, an estimated $39K.
  • Raab & Moskowitz Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2014 and held it in 3 quarters.
  • Raab & Moskowitz Asset Management's iShares Russell 1000 ETF position peaked at $39K in Q4 2019.
  • 774 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.