Tower View Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Tower View 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
2021 Q2	–	Sell	-100	Closed	-$22K	–	183
2021 Q1	$22K	Hold	100	–	–	0.01%	115
2020 Q4	$21K	Hold	100	–	–	0.01%	113
2020 Q3	$19K	Hold	100	–	–	0.01%	98
2020 Q2	$17K	Hold	100	–	–	0.01%	92
2020 Q1	$14K	Sell	100 -93	-48%	-$15.7K	0.01%	89
2019 Q4	$34K	Buy	193 +1	+0.5%	+$171	0.03%	92
2019 Q3	$32K	Hold	192	–	–	0.03%	90
2019 Q2	$31K	Hold	192	–	–	0.03%	89
2019 Q1	$30K	Hold	192	–	–	0.03%	88
2018 Q4	$27K	Hold	192	–	–	0.03%	90
2018 Q3	$31K	Buy	+192	New	+$30.5K	0.03%	105

Other funds holding IWB

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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 22.96% 1-Year Est. Return

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

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

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

Tower View Wealth Management's IWB Position: Q2 2021 in Review

Tower View Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2021, closing a stake of 100 shares — an estimated $22K sold.

Tower View Wealth Management first reported a position in IWB in Q3 2018 and held it in 11 quarters. The position peaked at $34K in Q4 2019. 924 funds tracked by Wall St. Rank hold IWB as of Q2 2021.

Tower View Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q2 2021 after selling out during the quarter.
Tower View Wealth Management sold 100 iShares Russell 1000 ETF shares in Q2 2021, an estimated $22K.
Tower View Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2018 and held it in 11 quarters.
Tower View Wealth Management's iShares Russell 1000 ETF position peaked at $34K in Q4 2019.
924 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2021.

Based on Tower View Wealth Management's 13F filing for Q2 2021, filed 28 Jul 2021.