SRC
IWB icon

Shufro Rose & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Shufro Rose & Co’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
Q1 		– Sell
-1,446
Closed -$258K – 307
2019
Q4 		$258K Buy
1,446
+300
+26% +$51.2K 0.02% 248
2019
Q3 		$189K Buy
+1,146
New +$188K 0.02% 276

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Shufro Rose & Co's IWB Position: Q1 2020 in Review

Shufro Rose & Co sold out of iShares Russell 1000 ETF (IWB) in Q1 2020, closing a stake of 1,446 shares — an estimated $258K sold.

Shufro Rose & Co first reported a position in IWB in Q3 2019 and held it in 2 quarters. The position peaked at $258K in Q4 2019. 774 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

  • Shufro Rose & Co reported no remaining iShares Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • Shufro Rose & Co sold 1,446 iShares Russell 1000 ETF shares in Q1 2020, an estimated $258K.
  • Shufro Rose & Co first reported a position in iShares Russell 1000 ETF in Q3 2019 and held it in 2 quarters.
  • Shufro Rose & Co's iShares Russell 1000 ETF position peaked at $258K in Q4 2019.
  • 774 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on Shufro Rose & Co's 13F filing for Q1 2020, filed 22 Apr 2020.