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Sonora Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Sonora Investment Management’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 		$41K Buy
+168
New +$41.8K 0.01% 463
2019
Q4 		– Sell
-52
Closed -$9K – 1695
2019
Q3 		$9K Hold
52
– – ﹤0.01% 1266
2019
Q2 		$8K Hold
52
– – ﹤0.01% 1258
2019
Q1 		$8K Hold
52
– – ﹤0.01% 1118
2018
Q4 		$7K Hold
52
– – ﹤0.01% 956
2018
Q3 		$8K Hold
52
– – ﹤0.01% 943
2018
Q2 		$8K Hold
52
– – ﹤0.01% 877
2018
Q1 		$7.64K Hold
52
– – ﹤0.01% 867
2017
Q4 		$7.73K Hold
52
– – ﹤0.01% 868
2017
Q3 		$7.27K Sell
52
-294
-85% -$40.3K ﹤0.01% 803
2017
Q2 		$46.8K Buy
+346
New +$46.2K 0.01% 354

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Envestnet Asset Management
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Bank of America
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return