Syntal Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Syntal Capital Partners’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 Q1	–	Sell	-1,508	Closed	-$319	–	137
2020 Q4	$319	Sell	1,508 -1,442	-49%	-$288K	0.04%	97
2020 Q3	$552K	Sell	2,950 -5,177	-64%	-$956K	0.25%	90
2020 Q2	$1.4M	Sell	8,127 -2,196	-21%	-$355K	0.66%	42
2020 Q1	$1.46M	Sell	10,323 -8,498	-45%	-$1.44M	0.96%	18
2019 Q4	$3.36M	Sell	18,821 -3,167	-14%	-$540K	1.88%	8
2019 Q3	$3.62M	Sell	21,988 -2,677	-11%	-$439K	0.94%	20
2019 Q2	$4.01M	Sell	24,665 -1,973	-7%	-$316K	0.86%	20
2019 Q1	$4.19M	Sell	26,638 -802	-3%	-$121K	1.89%	10
2018 Q4	$3.81M	Sell	27,440 -1,653	-6%	-$247K	2.35%	7
2018 Q3	$4.73M	Sell	29,093 -497	-2%	-$78.9K	1.65%	6
2018 Q2	$4.5M	Sell	29,590 -1,916	-6%	-$289K	1.68%	8
2018 Q1	$4.63M	Sell	31,506 -23,381	-43%	-$3.55M	1.64%	8
2017 Q4	$8.16M	Sell	54,887 -3,369	-6%	-$488K	2.49%	7
2017 Q3	$8.15M	Sell	58,256 -1,996	-3%	-$274K	5.86%	4
2017 Q2	$8.15K	Sell	60,252 -8,692	-13%	-$1.16M	1.77%	5
2017 Q1	$9.05M	Sell	68,944 -5,212	-7%	-$675K	7.51%	4
2016 Q4	$9.23M	Sell	74,156 -24,960	-25%	-$3.04M	8.59%	4
2016 Q3	$11.9K	Sell	99,116 -4,874	-5%	-$586K	7.19%	5
2016 Q2	$12.2M	Sell	103,990 -9,094	-8%	-$1.05M	14.33%	2
2016 Q1	$12.9M	Sell	113,084 -1,455	-1%	-$157K	15.66%	2
2015 Q4	$13M	Sell	114,539 -3,997	-3%	-$457K	14.29%	2
2015 Q3	$12.7M	Sell	118,536 -5,327	-4%	-$605K	17.92%	2
2015 Q2	$14.4K	Sell	123,863 -1,574	-1%	-$186K	14.25%	3
2015 Q1	$14.5M	Sell	125,437 -16,075	-11%	-$1.86M	17.96%	2
2014 Q4	$16.2M	Sell	141,512 -7,832	-5%	-$878K	9.56%	3
2014 Q3	$16.4M	Sell	149,344 -1,626	-1%	-$180K	8.13%	5
2014 Q2	$16.6M	Sell	150,970 -2,652	-2%	-$282K	8.06%	5
2014 Q1	$16.1K	Buy	+153,622	New	+$15.8M	9.42%	5

Other funds holding IWB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

QS Investors New York $8.47B AUM 30.71% 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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Syntal Capital Partners's IWB Position: Q1 2021 in Review

Syntal Capital Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2021, closing a stake of 1,508 shares — an estimated $319 sold.

Syntal Capital Partners first reported a position in IWB in Q1 2014 and held it in 28 quarters. The position peaked at $16.6M in Q2 2014. 921 funds tracked by Wall St. Rank hold IWB as of Q1 2021.

Syntal Capital Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2021 after selling out during the quarter.
Syntal Capital Partners sold 1,508 iShares Russell 1000 ETF shares in Q1 2021, an estimated $319.
Syntal Capital Partners first reported a position in iShares Russell 1000 ETF in Q1 2014 and held it in 28 quarters.
Syntal Capital Partners's iShares Russell 1000 ETF position peaked at $16.6M in Q2 2014.
921 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2021.

Based on Syntal Capital Partners's 13F filing for Q1 2021, filed 17 May 2021.