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

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sonora Investment Management's IWB Position: Q3 2021 in Review

Sonora Investment Management opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2021: 168 shares worth $41K. The stake represents 0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in IWB as recently as Q3 2019.

Sonora Investment Management first reported a position in IWB in Q2 2017 and has held it in 11 quarters since. The position peaked at $46.8K in Q2 2017. 936 funds tracked by Wall St. Rank hold IWB as of Q3 2021.

Sonora Investment Management held 168 shares of iShares Russell 1000 ETF worth $41K as of Q3 2021.
iShares Russell 1000 ETF was a new Sonora Investment Management position in Q3 2021.
iShares Russell 1000 ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #463 holding.
Sonora Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2017 and has held it in 11 quarters since.
Sonora Investment Management's iShares Russell 1000 ETF position peaked at $46.8K in Q2 2017.
936 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.