Taylor Hoffman Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Taylor Hoffman Wealth 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
2020 Q3	–	Sell	-18	Closed	-$3K	–	238
2020 Q2	$3K	Buy	+18	New	+$2.91K	﹤0.01%	349
2020 Q1	–	Sell	-18	Closed	-$3K	–	242
2019 Q4	$3K	Hold	18	–	–	﹤0.01%	383
2019 Q3	$3K	Hold	18	–	–	﹤0.01%	379
2019 Q2	$3K	Hold	18	–	–	﹤0.01%	367
2019 Q1	$3K	Hold	18	–	–	﹤0.01%	366
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	380
2018 Q3	$3K	Hold	18	–	–	﹤0.01%	358
2018 Q2	$3K	Hold	18	–	–	﹤0.01%	340
2018 Q1	$3K	Hold	18	–	–	﹤0.01%	366
2017 Q4	$3K	Buy	+18	New	+$2.61K	﹤0.01%	371

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Taylor Hoffman Wealth Management's IWB Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2020, closing a stake of 18 shares — an estimated $3K sold.

Taylor Hoffman Wealth Management first reported a position in IWB in Q4 2017 and held it in 10 quarters. The position peaked at $3K in Q2 2020. 819 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 18 iShares Russell 1000 ETF shares in Q3 2020, an estimated $3K.
Taylor Hoffman Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's iShares Russell 1000 ETF position peaked at $3K in Q2 2020.
819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.