WealthStone’s iShares Russell 1000 ETF IWB Stock Holding History

WealthStone’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	$15.6M	Sell	69,573 -776	-1%	-$170K	5.43%	4
2020 Q4	$14.9M	Buy	70,349 +2,686	+4%	+$536K	5.29%	4
2020 Q3	$12.7M	Sell	67,663 -12,650	-16%	-$2.34M	5.78%	4
2020 Q2	$13.8M	Sell	80,313 -6,917	-8%	-$1.12M	6.58%	5
2020 Q1	$12.3M	Sell	87,230 -1,343	-2%	-$227K	12.41%	3
2019 Q4	$15.8M	Sell	88,573 -8,199	-8%	-$1.4M	9.34%	4
2019 Q3	$15.9M	Buy	+96,772	New	+$15.9M	8.46%	4
2019 Q2	–	Hold	0	–	–	–	3

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

WealthStone's IWB Position: Q1 2021 in Review

WealthStone reduced its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q1 2021, selling an estimated $170K and leaving 69,573 shares worth $15.6M. The position accounts for 5.43% of the portfolio, ranked #4.

WealthStone first reported a position in IWB in Q3 2019 and has held it in 7 quarters since. The position peaked at $15.9M in Q3 2019. 920 funds tracked by Wall St. Rank hold IWB as of Q1 2021.

WealthStone held 69,573 shares of iShares Russell 1000 ETF worth $15.6M as of Q1 2021.
WealthStone sold 776 iShares Russell 1000 ETF shares in Q1 2021, an estimated $170K.
iShares Russell 1000 ETF made up 5.43% of WealthStone's portfolio in Q1 2021, its #4 holding.
WealthStone first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 7 quarters since.
WealthStone's iShares Russell 1000 ETF position peaked at $15.9M in Q3 2019.
920 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.