Braver Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Braver 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
2016 Q4	$3.2M	Sell	25,741 -2,880	-10%	-$350K	0.52%	59
2016 Q3	$3.45M	Sell	28,621 -1,430	-5%	-$172K	0.58%	54
2016 Q2	$3.51M	Sell	30,051 -12,290	-29%	-$1.42M	0.6%	47
2016 Q1	$4.83M	Sell	42,341 -13,471	-24%	-$1.46M	0.8%	35
2015 Q4	$6.32M	Buy	+55,812	New	+$6.38M	1.3%	19

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Braver Wealth Management's IWB Position: Q4 2016 in Review

Braver Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 10% in Q4 2016, selling an estimated $350K and leaving 25,741 shares worth $3.2M. The position accounts for 0.52% of the portfolio, ranked #59.

Braver Wealth Management first reported a position in IWB in Q4 2015 and has held it in 5 quarters since. The position peaked at $6.32M in Q4 2015. 498 funds tracked by Wall St. Rank hold IWB as of Q4 2016.

Braver Wealth Management held 25,741 shares of iShares Russell 1000 ETF worth $3.2M as of Q4 2016.
Braver Wealth Management sold 2,880 iShares Russell 1000 ETF shares in Q4 2016, an estimated $350K.
iShares Russell 1000 ETF made up 0.52% of Braver Wealth Management's portfolio in Q4 2016, its #59 holding.
Braver Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 5 quarters since.
Braver Wealth Management's iShares Russell 1000 ETF position peaked at $6.32M in Q4 2015.
498 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.