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Rinet Company’s iShares Russell 1000 ETF IWB Stock Holding History

Rinet Company’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
Q3 		$191M Sell
788,909
-7,727
-1% -$1.92M 35.98% 1
2021
Q2 		$193M Buy
796,636
+4,491
+0.6% +$1.06M 36.03% 1
2021
Q1 		$177M Sell
792,145
-62,259
-7% -$13.6M 36.31% 1
2020
Q4 		$181M Sell
854,404
-18,030
-2% -$3.6M 51.33% 1
2020
Q3 		$163M Sell
872,434
-26,642
-3% -$4.92M 53.49% 1
2020
Q2 		$154M Sell
899,076
-22,629
-2% -$3.66M 53.94% 1
2020
Q1 		$130M Sell
921,705
-50,032
-5% -$8.46M 49% 1
2019
Q4 		$173M Buy
971,737
+51,006
+6% +$8.7M 47.5% 1
2019
Q3 		$151M Buy
920,731
+4,249
+0.5% +$697K 46.59% 1
2019
Q2 		$149M Buy
916,482
+14,314
+2% +$2.29M 45.56% 1
2019
Q1 		$142M Buy
902,168
+48,247
+6% +$7.29M 44.85% 1
2018
Q4 		$118M Buy
853,921
+198,439
+30% +$29.7M 42.99% 1
2018
Q3 		$106M Buy
655,482
+4,331
+0.7% +$687K 39% 1
2018
Q2 		$99M Buy
651,151
+15,331
+2% +$2.31M 37.66% 1
2018
Q1 		$93.4M Sell
635,820
-4,665
-0.7% -$709K 36.79% 1
2017
Q4 		$95.2M Sell
640,485
-19,492
-3% -$2.82M 37.81% 1
2017
Q3 		$92.3M Buy
659,977
+310
+0% +$42.5K 37.08% 1
2017
Q2 		$89.2M Sell
659,667
-15,215
-2% -$2.03M 38.19% 1
2017
Q1 		$88.6M Buy
674,882
+20,034
+3% +$2.59M 40.29% 1
2016
Q4 		$81.5M Sell
654,848
-3,047
-0.5% -$371K 60.13% 1
2016
Q3 		$79.3M Buy
657,895
+2,786
+0.4% +$335K 61.83% 1
2016
Q2 		$76.6M Buy
655,109
+2,569
+0.4% +$296K 60.84% 1
2016
Q1 		$74.4M Buy
652,540
+23,513
+4% +$2.54M 57.89% 1
2015
Q4 		$71.3M Sell
629,027
-14,606
-2% -$1.67M 48.93% 1
2015
Q3 		$68.9M Buy
643,633
+27,799
+5% +$3.16M 58.38% 1
2015
Q2 		$71.5M Buy
+615,834
New +$72.6M 60.35% 1

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rinet Company's IWB Position: Q3 2021 in Review

Rinet Company reduced its iShares Russell 1000 ETF (IWB) stake by 0.97% in Q3 2021, selling an estimated $1.92M and leaving 788,909 shares worth $191M. The position accounts for 35.98% of the portfolio, ranked #1.

Rinet Company first reported a position in IWB in Q2 2015 and has held it in 26 quarters since. The position peaked at $193M in Q2 2021. 936 funds tracked by Wall St. Rank hold IWB as of Q3 2021.

  • Rinet Company held 788,909 shares of iShares Russell 1000 ETF worth $191M as of Q3 2021.
  • Rinet Company sold 7,727 iShares Russell 1000 ETF shares in Q3 2021, an estimated $1.92M.
  • iShares Russell 1000 ETF made up 35.98% of Rinet Company's portfolio in Q3 2021, its #1 holding.
  • Rinet Company first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 26 quarters since.
  • Rinet Company's iShares Russell 1000 ETF position peaked at $193M in Q2 2021.
  • 936 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.