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Strategic Wealth Management Group’s iShares Russell 1000 ETF IWB Stock Holding History

Strategic Wealth Management Group’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
Q2 		$654K Hold
2,700
– – 0.24% 55
2021
Q1 		$604K Hold
2,700
– – 0.23% 60
2020
Q4 		$572K Hold
2,700
– – 0.25% 58
2020
Q3 		$505K Buy
+2,700
New +$499K 0.25% 55

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Strategic Wealth Management Group's IWB Position: Q2 2021 in Review

Strategic Wealth Management Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2021 at 2,700 shares worth $654K. The position accounts for 0.24% of the portfolio, ranked #55.

Strategic Wealth Management Group first reported a position in IWB in Q3 2020 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold IWB as of Q2 2021.

  • Strategic Wealth Management Group held 2,700 shares of iShares Russell 1000 ETF worth $654K as of Q2 2021.
  • Strategic Wealth Management Group left its iShares Russell 1000 ETF share count unchanged in Q2 2021.
  • iShares Russell 1000 ETF made up 0.24% of Strategic Wealth Management Group's portfolio in Q2 2021, its #55 holding.
  • Strategic Wealth Management Group first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 4 quarters since.
  • 923 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.