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Wechter Feldman Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Wechter Feldman Wealth Management’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
Q1 		– Sell
-41,866
Closed -$7.47M – 20
2019
Q4 		$7.47M Sell
41,866
-2,686
-6% -$458K 4.98% 8
2019
Q3 		$7.33M Sell
44,552
-1,444
-3% -$237K 4.63% 9
2019
Q2 		$7.49M Sell
45,996
-1,029
-2% -$165K 4.96% 9
2019
Q1 		$7.4M Sell
47,025
-621
-1% -$93.9K 4.83% 9
2018
Q4 		$6.61M Sell
47,646
-4,968
-9% -$743K 6.36% 7
2018
Q3 		$8.51M Sell
52,614
-42,200
-45% -$6.7M 5.2% 11
2018
Q2 		$14.4M Sell
94,814
-1,918
-2% -$289K 9.92% 3
2018
Q1 		$14.2M Sell
96,732
-5,313
-5% -$807K 10.04% 3
2017
Q4 		$15.2M Sell
102,045
-726
-0.7% -$105K 10.61% 3
2017
Q3 		$14.4M Sell
102,771
-1,887
-2% -$259K 11.03% 4
2017
Q2 		$14.2M Buy
104,658
+2,888
+3% +$386K 11.35% 4
2017
Q1 		$13.4M Buy
101,770
+2,117
+2% +$274K 9.17% 4
2016
Q4 		$12.4M Buy
+99,653
New +$12.1M 8.12% 4

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Wechter Feldman Wealth Management's IWB Position: Q1 2020 in Review

Wechter Feldman Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2020, closing a stake of 41,866 shares — an estimated $7.47M sold.

Wechter Feldman Wealth Management first reported a position in IWB in Q4 2016 and held it in 13 quarters. The position peaked at $15.2M in Q4 2017. 775 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

  • Wechter Feldman Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 41,866 iShares Russell 1000 ETF shares in Q1 2020, an estimated $7.47M.
  • Wechter Feldman Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2016 and held it in 13 quarters.
  • Wechter Feldman Wealth Management's iShares Russell 1000 ETF position peaked at $15.2M in Q4 2017.
  • 775 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on Wechter Feldman Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.