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Beck Mack & Oliver’s iShares Russell 1000 ETF IWB Stock Holding History

Beck Mack & Oliver’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
2019
Q1 		– Sell
-2,525
Closed -$350K – 225
2018
Q4 		$350K Hold
2,525
– – 0.01% 167
2018
Q3 		$408K Hold
2,525
– – 0.01% 164
2018
Q2 		$384K Hold
2,525
– – 0.01% 168
2018
Q1 		$371K Hold
2,525
– – 0.01% 167
2017
Q4 		$375K Hold
2,525
– – 0.01% 173
2017
Q3 		$353K Hold
2,525
– – 0.01% 174
2017
Q2 		$342K Hold
2,525
– – 0.01% 172
2017
Q1 		$331K Hold
2,525
– – 0.01% 175
2016
Q4 		$314K Hold
2,525
– – 0.01% 178
2016
Q3 		$304K Hold
2,525
– – 0.01% 186
2016
Q2 		$295K Buy
+2,525
New +$291K 0.01% 224

Other funds holding IWB

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return