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Weaver Consulting Group’s iShares Russell 1000 ETF IWB Stock Holding History

Weaver Consulting Group’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
-139
Closed -$26K – 508
2020
Q3 		$26K Hold
139
– – 0.02% 364
2020
Q2 		$24K Sell
139
-129
-48% -$20.9K 0.01% 364
2020
Q1 		$38K Hold
268
– – 0.02% 250
2019
Q4 		$44K Hold
268
– – 0.02% 250
2019
Q3 		$45K Hold
268
– – 0.02% 237
2019
Q2 		$44K Hold
268
– – 0.02% 234
2019
Q1 		$43K Buy
+268
New +$40.5K 0.01% 518

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northern Trust
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Weaver Consulting Group's IWB Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Russell 1000 ETF (IWB) in Q4 2020, closing a stake of 139 shares — an estimated $26K sold.

Weaver Consulting Group first reported a position in IWB in Q1 2019 and held it in 7 quarters. The position peaked at $45K in Q3 2019. 907 funds tracked by Wall St. Rank hold IWB as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares Russell 1000 ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 139 iShares Russell 1000 ETF shares in Q4 2020, an estimated $26K.
  • Weaver Consulting Group first reported a position in iShares Russell 1000 ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares Russell 1000 ETF position peaked at $45K in Q3 2019.
  • 907 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.