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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

Beck Mack & Oliver's IWB Position: Q1 2019 in Review

Beck Mack & Oliver sold out of iShares Russell 1000 ETF (IWB) in Q1 2019, closing a stake of 2,525 shares — an estimated $350K sold.

Beck Mack & Oliver first reported a position in IWB in Q2 2016 and held it in 11 quarters. The position peaked at $408K in Q3 2018. 690 funds tracked by Wall St. Rank hold IWB as of Q1 2019.

Beck Mack & Oliver reported no remaining iShares Russell 1000 ETF position as of Q1 2019 after selling out during the quarter.
Beck Mack & Oliver sold 2,525 iShares Russell 1000 ETF shares in Q1 2019, an estimated $350K.
Beck Mack & Oliver first reported a position in iShares Russell 1000 ETF in Q2 2016 and held it in 11 quarters.
Beck Mack & Oliver's iShares Russell 1000 ETF position peaked at $408K in Q3 2018.
690 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2019.

Based on Beck Mack & Oliver's 13F filing for Q1 2019, filed 2 May 2019.