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Wealthspire Advisors (Maryland)’s iShares Russell 1000 ETF IWB Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$4.71M Buy
25,160
+6,939
+38% +$1.28M 0.17% 73
2020
Q2 		$3.13M Sell
18,221
-306
-2% -$49.5K 0.22% 66
2020
Q1 		$2.62M Sell
18,527
-7,768
-30% -$1.31M 0.23% 67
2019
Q4 		$4.69M Buy
26,295
+102
+0.4% +$17.4K 0.31% 56
2019
Q3 		$4.31M Sell
26,193
-184
-0.7% -$30.2K 0.32% 53
2019
Q2 		$4.29M Buy
26,377
+6
+0% +$961 0.32% 52
2019
Q1 		$4.15M Sell
26,371
-1,136
-4% -$172K 0.31% 50
2018
Q4 		$3.81M Buy
27,507
+4,508
+20% +$674K 0.34% 50
2018
Q3 		$3.72M Buy
22,999
+381
+2% +$60.5K 0.31% 48
2018
Q2 		$3.44M Sell
22,618
-2,541
-10% -$383K 0.31% 51
2018
Q1 		$3.69M Buy
25,159
+6,328
+34% +$961K 0.35% 50
2017
Q4 		$2.8M Buy
18,831
+1,384
+8% +$200K 0.27% 63
2017
Q3 		$2.44M Buy
17,447
+189
+1% +$25.9K 0.27% 62
2017
Q2 		$2.33M Buy
17,258
+1,524
+10% +$203K 0.28% 63
2017
Q1 		$2.06M Buy
15,734
+51
+0.3% +$6.61K 0.29% 56
2016
Q4 		$1.95M Sell
15,683
-1,893
-11% -$230K 0.29% 53
2016
Q3 		$2.12M Sell
17,576
-1,255
-7% -$151K 0.33% 49
2016
Q2 		$2.2M Sell
18,831
-5,646
-23% -$651K 0.37% 45
2016
Q1 		$2.79M Buy
24,477
+8,481
+53% +$917K 0.49% 35
2015
Q4 		$1.81M Buy
+15,996
New +$1.83M 0.34% 50

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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IWB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Russell 1000 ETF (IWB) stake by 38% in Q3 2020, buying an estimated $1.28M and bringing the position to 25,160 shares worth $4.71M. The position accounts for 0.17% of the portfolio, ranked #73.

Wealthspire Advisors (Maryland) first reported a position in IWB in Q4 2015 and has held it in 20 quarters since. 819 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 25,160 shares of iShares Russell 1000 ETF worth $4.71M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 6,939 iShares Russell 1000 ETF shares in Q3 2020, an estimated $1.28M.
  • iShares Russell 1000 ETF made up 0.17% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #73 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 20 quarters since.
  • 819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.