TVWM
IWB icon

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
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