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Advisor Group’s iShares Russell 1000 ETF IWB Stock Holding History

Advisor 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
2019
Q4 		$10.9M Sell
61,059
-719
-1% -$123K 0.08% 229
2019
Q3 		$10.2M Sell
61,778
-4,818
-7% -$791K 0.08% 223
2019
Q2 		$10.8M Buy
66,596
+1,325
+2% +$212K 0.08% 207
2019
Q1 		$10.3M Sell
65,271
-4,968
-7% -$751K 0.08% 207
2018
Q4 		$9.74M Buy
70,239
+28,019
+66% +$4.19M 0.1% 183
2018
Q3 		$6.83M Buy
42,220
+11,842
+39% +$1.88M 0.07% 237
2018
Q2 		$4.62M Sell
30,378
-1,830
-6% -$276K 0.06% 268
2018
Q1 		$4.73M Buy
32,208
+1,986
+7% +$302K 0.07% 262
2017
Q4 		$4.49M Buy
30,222
+810
+3% +$117K 0.06% 288
2017
Q3 		$4.12M Buy
29,412
+2,818
+11% +$387K 0.06% 273
2017
Q2 		$3.6M Sell
26,594
-598
-2% -$79.8K 0.06% 301
2017
Q1 		$3.57M Buy
27,192
+4,711
+21% +$610K 0.07% 284
2016
Q4 		$2.8M Buy
22,481
+1,230
+6% +$150K 0.06% 323
2016
Q3 		$2.56M Buy
21,251
+1,717
+9% +$206K 0.06% 335
2016
Q2 		$2.28M Buy
+19,534
New +$2.25M 0.06% 336

Other funds holding IWB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Advisor Group's IWB Position: Q4 2019 in Review

Advisor Group reduced its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q4 2019, selling an estimated $123K and leaving 61,059 shares worth $10.9M. The position accounts for 0.08% of the portfolio, ranked #229.

Advisor Group first reported a position in IWB in Q2 2016 and has held it in 15 quarters since. 818 funds tracked by Wall St. Rank hold IWB as of Q4 2019.

  • Advisor Group held 61,059 shares of iShares Russell 1000 ETF worth $10.9M as of Q4 2019.
  • Advisor Group sold 719 iShares Russell 1000 ETF shares in Q4 2019, an estimated $123K.
  • iShares Russell 1000 ETF made up 0.08% of Advisor Group's portfolio in Q4 2019, its #229 holding.
  • Advisor Group first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 15 quarters since.
  • 818 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.