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Cadinha & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Cadinha & Co’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
Q3 		– Sell
-1,545
Closed -$209K – 133
2017
Q2 		$209K Hold
1,545
– – 0.04% 123
2017
Q1 		$203K Buy
+1,545
New +$200K 0.04% 123

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Cadinha & Co's IWB Position: Q3 2017 in Review

Cadinha & Co sold out of iShares Russell 1000 ETF (IWB) in Q3 2017, closing a stake of 1,545 shares — an estimated $209K sold.

Cadinha & Co first reported a position in IWB in Q1 2017 and held it in 2 quarters. The position peaked at $209K in Q2 2017. 525 funds tracked by Wall St. Rank hold IWB as of Q3 2017.

  • Cadinha & Co reported no remaining iShares Russell 1000 ETF position as of Q3 2017 after selling out during the quarter.
  • Cadinha & Co sold 1,545 iShares Russell 1000 ETF shares in Q3 2017, an estimated $209K.
  • Cadinha & Co first reported a position in iShares Russell 1000 ETF in Q1 2017 and held it in 2 quarters.
  • Cadinha & Co's iShares Russell 1000 ETF position peaked at $209K in Q2 2017.
  • 525 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2017.

Based on Cadinha & Co's 13F filing for Q3 2017, filed 14 Nov 2017.