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Ballew Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Ballew Advisors’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
Q4 		– Sell
-920
Closed -$135K – 275
2018
Q3 		$135K Buy
920
+4
+0.4% +$635 0.12% 99
2018
Q2 		$139K Hold
916
– – 0.16% 95
2018
Q1 		$135K Buy
+916
New +$139K 0.12% 103

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ballew Advisors's IWB Position: Q4 2018 in Review

Ballew Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2018, closing a stake of 920 shares — an estimated $135K sold.

Ballew Advisors first reported a position in IWB in Q1 2018 and held it in 3 quarters. The position peaked at $139K in Q2 2018. 701 funds tracked by Wall St. Rank hold IWB as of Q4 2018.

  • Ballew Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 920 iShares Russell 1000 ETF shares in Q4 2018, an estimated $135K.
  • Ballew Advisors first reported a position in iShares Russell 1000 ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's iShares Russell 1000 ETF position peaked at $139K in Q2 2018.
  • 701 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.