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Blue Bell Private Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Blue Bell Private Wealth Management’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
Q4 		– Sell
-200
Closed -$28K – 235
2017
Q3 		$28K Sell
200
-350
-64% -$48K 0.01% 142
2017
Q2 		$74K Buy
+550
New +$73.4K 0.04% 113

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Blue Bell Private Wealth Management's IWB Position: Q4 2017 in Review

Blue Bell Private Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2017, closing a stake of 200 shares — an estimated $28K sold.

Blue Bell Private Wealth Management first reported a position in IWB in Q2 2017 and held it in 2 quarters. The position peaked at $74K in Q2 2017. 615 funds tracked by Wall St. Rank hold IWB as of Q4 2017.

  • Blue Bell Private Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q4 2017 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 200 iShares Russell 1000 ETF shares in Q4 2017, an estimated $28K.
  • Blue Bell Private Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2017 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's iShares Russell 1000 ETF position peaked at $74K in Q2 2017.
  • 615 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2017.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2017, filed 31 Jan 2018.