BA
IWB icon

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

Boston 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
2016
Q1 		– Sell
-16,977
Closed -$1.92M – 672
2015
Q4 		$1.92M Sell
16,977
-19
-0.1% -$2.17K 0.04% 270
2015
Q3 		$1.82M Buy
16,996
+1,042
+7% +$118K 0.07% 291
2015
Q2 		$1.85M Buy
15,954
+1,029
+7% +$121K 0.08% 220
2015
Q1 		$1.73M Buy
14,925
+179
+1% +$20.7K 0.07% 221
2014
Q4 		$1.69M Buy
+14,746
New +$1.65M 0.07% 216

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Advisors's IWB Position: Q1 2016 in Review

Boston Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2016, closing a stake of 16,977 shares — an estimated $1.92M sold.

Boston Advisors first reported a position in IWB in Q4 2014 and held it in 5 quarters. The position peaked at $1.92M in Q4 2015. 433 funds tracked by Wall St. Rank hold IWB as of Q1 2016.

  • Boston Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2016 after selling out during the quarter.
  • Boston Advisors sold 16,977 iShares Russell 1000 ETF shares in Q1 2016, an estimated $1.92M.
  • Boston Advisors first reported a position in iShares Russell 1000 ETF in Q4 2014 and held it in 5 quarters.
  • Boston Advisors's iShares Russell 1000 ETF position peaked at $1.92M in Q4 2015.
  • 433 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2016.

Based on Boston Advisors's 13F filing for Q1 2016, filed 20 Apr 2016.