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Baldwin Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Baldwin Wealth Partners’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
-90
Closed -$11K – 519
2016
Q4 		$11K Hold
90
– – ﹤0.01% 435
2016
Q3 		$11K Hold
90
– – ﹤0.01% 443
2016
Q2 		$11K Hold
90
– – ﹤0.01% 390
2016
Q1 		$10K Buy
+90
New +$9.73K ﹤0.01% 414

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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

Baldwin Wealth Partners's IWB Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2017, closing a stake of 90 shares — an estimated $11K sold.

Baldwin Wealth Partners first reported a position in IWB in Q1 2016 and held it in 4 quarters. The position peaked at $11K in Q4 2016. 506 funds tracked by Wall St. Rank hold IWB as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 90 iShares Russell 1000 ETF shares in Q1 2017, an estimated $11K.
  • Baldwin Wealth Partners first reported a position in iShares Russell 1000 ETF in Q1 2016 and held it in 4 quarters.
  • Baldwin Wealth Partners's iShares Russell 1000 ETF position peaked at $11K in Q4 2016.
  • 506 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.