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tru Independence’s iShares Russell 1000 ETF IWB Stock Holding History

tru Independence’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
Q4 		– Sell
-1,648
Closed -$309K – 794
2020
Q3 		$309K Buy
+1,648
New +$304K 0.09% 141
2020
Q1 		– Sell
-1,685
Closed -$238K – 815
2019
Q4 		$238K Buy
+1,685
New +$288K 0.03% 229

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northern Trust
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

tru Independence's IWB Position: Q4 2020 in Review

tru Independence sold out of iShares Russell 1000 ETF (IWB) in Q4 2020, closing a stake of 1,648 shares — an estimated $309K sold.

tru Independence first reported a position in IWB in Q4 2019 and held it in 2 quarters. The position peaked at $309K in Q3 2020. 906 funds tracked by Wall St. Rank hold IWB as of Q4 2020.

  • tru Independence reported no remaining iShares Russell 1000 ETF position as of Q4 2020 after selling out during the quarter.
  • tru Independence sold 1,648 iShares Russell 1000 ETF shares in Q4 2020, an estimated $309K.
  • tru Independence first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's iShares Russell 1000 ETF position peaked at $309K in Q3 2020.
  • 906 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.