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Schneider Downs Wealth Management Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Schneider Downs Wealth Management 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
2020
Q2 		– Sell
-2,730
Closed -$386K – 96
2020
Q1 		$386K Buy
+2,730
New +$462K 0.14% 50

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

Schneider Downs Wealth Management Advisors's IWB Position: Q2 2020 in Review

Schneider Downs Wealth Management Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2020, closing a stake of 2,730 shares — an estimated $386K sold.

Schneider Downs Wealth Management Advisors first reported a position in IWB in Q1 2020 and held it in 1 quarter. The position peaked at $386K in Q1 2020. 797 funds tracked by Wall St. Rank hold IWB as of Q2 2020.

  • Schneider Downs Wealth Management Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2020 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 2,730 iShares Russell 1000 ETF shares in Q2 2020, an estimated $386K.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares Russell 1000 ETF in Q1 2020 and held it in 1 quarter.
  • Schneider Downs Wealth Management Advisors's iShares Russell 1000 ETF position peaked at $386K in Q1 2020.
  • 797 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2020.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.