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Verus Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Verus Financial 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
2020
Q4 		– Sell
-11,101
Closed -$2.08M – 139
2020
Q3 		$2.08M Buy
+11,101
New +$2.05M 0.76% 21

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

Verus Financial Partners's IWB Position: Q4 2020 in Review

Verus Financial Partners sold out of iShares Russell 1000 ETF (IWB) in Q4 2020, closing a stake of 11,101 shares — an estimated $2.08M sold.

Verus Financial Partners first reported a position in IWB in Q3 2020 and held it in 1 quarter. The position peaked at $2.08M in Q3 2020. 906 funds tracked by Wall St. Rank hold IWB as of Q4 2020.

  • Verus Financial Partners reported no remaining iShares Russell 1000 ETF position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 11,101 iShares Russell 1000 ETF shares in Q4 2020, an estimated $2.08M.
  • Verus Financial Partners first reported a position in iShares Russell 1000 ETF in Q3 2020 and held it in 1 quarter.
  • Verus Financial Partners's iShares Russell 1000 ETF position peaked at $2.08M in Q3 2020.
  • 906 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.