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AJO LP’s iShares Russell 1000 ETF IWB Stock Holding History

AJO LP’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
2017
Q1 		– Sell
-3,410
Closed -$424K – 551
2016
Q4 		$424K Buy
+3,410
New +$415K ﹤0.01% 478
2014
Q3 		– Sell
-14,890
Closed -$1.64M – 448
2014
Q2 		$1.64M Buy
+14,890
New +$1.58M 0.01% 337

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

AJO LP's IWB Position: Q1 2017 in Review

AJO LP sold out of iShares Russell 1000 ETF (IWB) in Q1 2017, closing a stake of 3,410 shares — an estimated $424K sold.

AJO LP first reported a position in IWB in Q2 2014 and held it in 2 quarters. The position peaked at $1.64M in Q2 2014. 506 funds tracked by Wall St. Rank hold IWB as of Q1 2017.

  • AJO LP reported no remaining iShares Russell 1000 ETF position as of Q1 2017 after selling out during the quarter.
  • AJO LP sold 3,410 iShares Russell 1000 ETF shares in Q1 2017, an estimated $424K.
  • AJO LP first reported a position in iShares Russell 1000 ETF in Q2 2014 and held it in 2 quarters.
  • AJO LP's iShares Russell 1000 ETF position peaked at $1.64M in Q2 2014.
  • 506 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2017.

Based on AJO LP's 13F filing for Q1 2017, filed 15 May 2017.