SWA
IWB icon

SFMG Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

SFMG Wealth 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
2019
Q4 		– Sell
-1,426
Closed -$235K – 174
2019
Q3 		$235K Sell
1,426
-48
-3% -$7.88K 0.03% 133
2019
Q2 		$248K Sell
1,474
-1,088
-42% -$174K 0.03% 130
2019
Q1 		$403K Hold
2,562
– – 0.06% 99
2018
Q4 		$355K Hold
2,562
– – 0.06% 95
2018
Q3 		$387K Hold
2,562
– – 0.06% 89
2018
Q2 		$389K Hold
2,562
– – 0.06% 87
2018
Q1 		$376K Hold
2,562
– – 0.06% 92
2017
Q4 		$381K Hold
2,562
– – 0.06% 94
2017
Q3 		$358K Hold
2,562
– – 0.07% 90
2017
Q2 		$347K Hold
2,562
– – 0.07% 83
2017
Q1 		$336K Hold
2,562
– – 0.07% 83
2016
Q4 		$319K Buy
+2,562
New +$312K 0.07% 79
2015
Q2 		– Sell
-4,740
Closed -$549K – 142
2015
Q1 		$549K Buy
+4,740
New +$547K 0.04% 94
2014
Q1 		– Sell
-2,095
Closed -$216K – 82
2013
Q4 		$216K Buy
+2,095
New +$207K 0.07% 69

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return