Reilly Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Reilly Financial Advisors’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 Q4	$132K	Hold	500	–	–	0.01%	248
2021 Q3	$121K	Hold	500	–	–	0.01%	243
2021 Q2	$121K	Hold	500	–	–	0.01%	250
2021 Q1	$112K	Sell	500 -200	-29%	-$43.8K	0.01%	255
2020 Q4	$148K	Hold	700	–	–	0.01%	215
2020 Q3	$131K	Hold	700	–	–	0.01%	212
2020 Q2	$120K	Hold	700	–	–	0.01%	209
2020 Q1	$99K	Hold	700	–	–	0.01%	219
2019 Q4	$125K	Hold	700	–	–	0.01%	219
2019 Q3	$115K	Buy	700 +500	+250%	+$82.1K	0.01%	233
2019 Q2	$33K	Sell	200 -200	-50%	-$32K	﹤0.01%	436
2019 Q1	$63K	Hold	400	–	–	0.01%	306
2018 Q4	$55K	Buy	400 +200	+100%	+$29.9K	0.01%	314
2018 Q3	$32K	Hold	200	–	–	﹤0.01%	442
2018 Q2	$30K	Hold	200	–	–	﹤0.01%	404
2018 Q1	$29K	Hold	200	–	–	﹤0.01%	392
2017 Q4	$30K	Hold	200	–	–	﹤0.01%	412
2017 Q3	$28K	Hold	200	–	–	﹤0.01%	413
2017 Q2	$27K	Sell	200 -91	-31%	-$12.1K	﹤0.01%	427
2017 Q1	$38K	Buy	291 +91	+46%	+$11.8K	0.01%	342
2016 Q4	$25K	Hold	200	–	–	﹤0.01%	409
2016 Q3	$24K	Hold	200	–	–	﹤0.01%	386
2016 Q2	$23K	Hold	200	–	–	﹤0.01%	368
2016 Q1	$23K	Hold	200	–	–	﹤0.01%	557
2015 Q4	$23K	Hold	200	–	–	﹤0.01%	570
2015 Q3	$21K	Hold	200	–	–	﹤0.01%	591
2015 Q2	$23K	Hold	200	–	–	﹤0.01%	640
2015 Q1	$23K	Buy	+200	New	+$23.1K	﹤0.01%	629
2014 Q3	–	Sell	-96	Closed	-$11K	–	847
2014 Q2	$11K	Hold	96	–	–	﹤0.01%	535
2014 Q1	$10K	Hold	96	–	–	﹤0.01%	550
2013 Q4	$10K	Hold	96	–	–	﹤0.01%	542
2013 Q3	$9K	Hold	96	–	–	﹤0.01%	495
2013 Q2	$9K	Buy	+96	New	+$8.6K	﹤0.01%	502

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Reilly Financial Advisors's IWB Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q4 2021 at 500 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #248.

Reilly Financial Advisors first reported a position in IWB in Q2 2013 and has held it in 33 quarters since. The position peaked at $148K in Q4 2020. 1,059 funds tracked by Wall St. Rank hold IWB as of Q4 2021.

Reilly Financial Advisors held 500 shares of iShares Russell 1000 ETF worth $132K as of Q4 2021.
Reilly Financial Advisors left its iShares Russell 1000 ETF share count unchanged in Q4 2021.
iShares Russell 1000 ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #248 holding.
Reilly Financial Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 33 quarters since.
Reilly Financial Advisors's iShares Russell 1000 ETF position peaked at $148K in Q4 2020.
1,059 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.