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San Francisco Sentry Investment Group’s iShares Russell 1000 ETF IWB Stock Holding History

San Francisco Sentry Investment Group’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
Q2 		– Sell
-200
Closed -$28K – 771
2020
Q1 		$28K Hold
200
– – 0.02% 350
2019
Q4 		$36K Hold
200
– – 0.02% 416
2019
Q3 		$33K Hold
200
– – 0.02% 425
2019
Q2 		$33K Hold
200
– – 0.02% 422
2019
Q1 		$31K Hold
200
– – 0.01% 445
2018
Q4 		$28K Sell
200
-80
-29% -$12K 0.01% 435
2018
Q3 		$45K Buy
+280
New +$44.4K 0.02% 410

Other funds holding IWB

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

San Francisco Sentry Investment Group's IWB Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of iShares Russell 1000 ETF (IWB) in Q2 2020, closing a stake of 200 shares — an estimated $28K sold.

San Francisco Sentry Investment Group first reported a position in IWB in Q3 2018 and held it in 7 quarters. The position peaked at $45K in Q3 2018. 797 funds tracked by Wall St. Rank hold IWB as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining iShares Russell 1000 ETF position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 200 iShares Russell 1000 ETF shares in Q2 2020, an estimated $28K.
  • San Francisco Sentry Investment Group first reported a position in iShares Russell 1000 ETF in Q3 2018 and held it in 7 quarters.
  • San Francisco Sentry Investment Group's iShares Russell 1000 ETF position peaked at $45K in Q3 2018.
  • 797 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.