Squar Milner Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Squar Milner Financial Services’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	-823	Closed	-$116K	–	455
2020 Q1	$116K	Hold	823	–	–	0.07%	236
2019 Q4	$146K	Buy	+823	New	+$140K	0.07%	254
2019 Q3	–	Sell	-823	Closed	-$134K	–	460
2019 Q2	$134K	Hold	823	–	–	0.09%	225
2019 Q1	$129K	Sell	823 -505	-38%	-$76.3K	0.1%	224
2018 Q4	$184K	Buy	1,328 +505	+61%	+$75.5K	0.18%	143
2018 Q3	$133K	Hold	823	–	–	0.12%	207
2018 Q2	$125K	Buy	+823	New	+$124K	0.11%	221

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Squar Milner Financial Services's IWB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Russell 1000 ETF (IWB) in Q2 2020, closing a stake of 823 shares — an estimated $116K sold.

Squar Milner Financial Services first reported a position in IWB in Q2 2018 and held it in 7 quarters. The position peaked at $184K in Q4 2018. 798 funds tracked by Wall St. Rank hold IWB as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares Russell 1000 ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 823 iShares Russell 1000 ETF shares in Q2 2020, an estimated $116K.
Squar Milner Financial Services first reported a position in iShares Russell 1000 ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares Russell 1000 ETF position peaked at $184K in Q4 2018.
798 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.