Ayalon Insurance Company’s iShares Russell 1000 ETF IWB Stock Holding History

Ayalon Insurance Company’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	$3.57M	Hold	28,700	–	–	3.01%	9
2016 Q3	$3.46M	Buy	+28,700	New	+$3.45M	2.93%	10
2016 Q2	–	Sell	-1,500	Closed	-$172K	–	97
2016 Q1	$172K	Hold	1,500	–	–	0.14%	53
2015 Q4	$170K	Hold	1,500	–	–	0.14%	67
2015 Q3	$167K	Hold	1,500	–	–	0.14%	69
2015 Q2	$175K	Hold	1,500	–	–	0.13%	78
2015 Q1	$174K	Buy	+1,500	New	+$173K	0.11%	89

Other funds holding IWB

BFA

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

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $173B AUM 20.72% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NLI

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

Ayalon Insurance Company's IWB Position: Q4 2016 in Review

Ayalon Insurance Company held its iShares Russell 1000 ETF (IWB) position steady in Q4 2016 at 28,700 shares worth $3.57M. The position accounts for 3.01% of the portfolio, ranked #9.

Ayalon Insurance Company first reported a position in IWB in Q1 2015 and has held it in 7 quarters since. 498 funds tracked by Wall St. Rank hold IWB as of Q4 2016.

Ayalon Insurance Company held 28,700 shares of iShares Russell 1000 ETF worth $3.57M as of Q4 2016.
Ayalon Insurance Company left its iShares Russell 1000 ETF share count unchanged in Q4 2016.
iShares Russell 1000 ETF made up 3.01% of Ayalon Insurance Company's portfolio in Q4 2016, its #9 holding.
Ayalon Insurance Company first reported a position in iShares Russell 1000 ETF in Q1 2015 and has held it in 7 quarters since.
498 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2016.

Based on Ayalon Insurance Company's 13F filing for Q4 2016, filed 13 Feb 2017.