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Bahl & Gaynor’s iShares Russell 1000 ETF IWB Stock Holding History

Bahl & Gaynor’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
2018
Q2 		– Sell
-1,509
Closed -$222K – 377
2018
Q1 		$222K Hold
1,509
– – ﹤0.01% 383
2017
Q4 		$224K Buy
+1,509
New +$219K ﹤0.01% 384

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Bahl & Gaynor's IWB Position: Q2 2018 in Review

Bahl & Gaynor sold out of iShares Russell 1000 ETF (IWB) in Q2 2018, closing a stake of 1,509 shares — an estimated $222K sold.

Bahl & Gaynor first reported a position in IWB in Q4 2017 and held it in 2 quarters. The position peaked at $224K in Q4 2017. 620 funds tracked by Wall St. Rank hold IWB as of Q2 2018.

  • Bahl & Gaynor reported no remaining iShares Russell 1000 ETF position as of Q2 2018 after selling out during the quarter.
  • Bahl & Gaynor sold 1,509 iShares Russell 1000 ETF shares in Q2 2018, an estimated $222K.
  • Bahl & Gaynor first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 2 quarters.
  • Bahl & Gaynor's iShares Russell 1000 ETF position peaked at $224K in Q4 2017.
  • 620 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2018.

Based on Bahl & Gaynor's 13F filing for Q2 2018, filed 14 Aug 2018.