Wallace Weitz’s iShares Russell 1000 ETF IWB Stock Holding History

Wallace Weitz’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 Q1	–	Sell	-1,648	Closed	-$349K	–	66
2020 Q4	$349K	Hold	1,648	–	–	0.01%	63
2020 Q3	$308K	Hold	1,648	–	–	0.01%	62
2020 Q2	$283K	Hold	1,648	–	–	0.01%	61
2020 Q1	$233K	Hold	1,648	–	–	0.01%	66
2019 Q4	$294K	Hold	1,648	–	–	0.01%	66
2019 Q3	$271K	Sell	1,648 -250	-13%	-$41K	0.01%	69
2019 Q2	$309K	Hold	1,898	–	–	0.01%	68
2019 Q1	$299K	Hold	1,898	–	–	0.01%	72
2018 Q4	$263K	Hold	1,898	–	–	0.01%	77
2018 Q3	$307K	Hold	1,898	–	–	0.01%	74
2018 Q2	$288K	Hold	1,898	–	–	0.01%	73
2018 Q1	$279K	Hold	1,898	–	–	0.01%	71
2017 Q4	$282K	Hold	1,898	–	–	0.01%	71
2017 Q3	$265K	Sell	1,898 -85	-4%	-$11.7K	0.01%	72
2017 Q2	$268K	Hold	1,983	–	–	0.01%	67
2017 Q1	$260K	Buy	1,983 +433	+28%	+$56.1K	0.01%	78
2016 Q4	$193K	Buy	+1,550	New	+$189K	0.01%	80

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 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

DLIC

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

Wallace Weitz's IWB Position: Q1 2021 in Review

Wallace Weitz sold out of iShares Russell 1000 ETF (IWB) in Q1 2021, closing a stake of 1,648 shares — an estimated $349K sold.

Wallace Weitz first reported a position in IWB in Q4 2016 and held it in 17 quarters. The position peaked at $349K in Q4 2020. 921 funds tracked by Wall St. Rank hold IWB as of Q1 2021.

Wallace Weitz reported no remaining iShares Russell 1000 ETF position as of Q1 2021 after selling out during the quarter.
Wallace Weitz sold 1,648 iShares Russell 1000 ETF shares in Q1 2021, an estimated $349K.
Wallace Weitz first reported a position in iShares Russell 1000 ETF in Q4 2016 and held it in 17 quarters.
Wallace Weitz's iShares Russell 1000 ETF position peaked at $349K in Q4 2020.
921 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2021.

Based on Weitz Investment Management's 13F filing for Q1 2021, filed 13 May 2021.