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

Altavista 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
2016 Q4	–	Sell	-2,005	Closed	-$242K	–	128
2016 Q3	$242K	Buy	+2,005	New	+$241K	0.13%	117
2015 Q4	–	Sell	-2,813	Closed	-$301K	–	122
2015 Q3	$301K	Hold	2,813	–	–	0.2%	95
2015 Q2	$326K	Buy	+2,813	New	+$332K	0.2%	95

Other funds holding IWB

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Altavista Wealth Management's IWB Position: Q4 2016 in Review

Altavista Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2016, closing a stake of 2,005 shares — an estimated $242K sold.

Altavista Wealth Management first reported a position in IWB in Q2 2015 and held it in 3 quarters. The position peaked at $326K in Q2 2015. 499 funds tracked by Wall St. Rank hold IWB as of Q4 2016.

Altavista Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q4 2016 after selling out during the quarter.
Altavista Wealth Management sold 2,005 iShares Russell 1000 ETF shares in Q4 2016, an estimated $242K.
Altavista Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2015 and held it in 3 quarters.
Altavista Wealth Management's iShares Russell 1000 ETF position peaked at $326K in Q2 2015.
499 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2016.

Based on Altavista Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.