Capital Fund Management (CFM)
IWB icon

Capital Fund Management (CFM)’s iShares Russell 1000 ETF IWB Stock Holding History

Capital Fund Management (CFM)’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
-3,068
Closed -$426K – 1947
2018
Q4 		$426K Sell
3,068
-37,900
-93% -$5.67M 0.01% 1450
2018
Q3 		$6.63M Buy
40,968
+28,500
+229% +$4.52M 0.1% 655
2018
Q2 		$1.9M Buy
12,468
+5,900
+90% +$889K 0.03% 1094
2018
Q1 		$965K Sell
6,568
-18,600
-74% -$2.83M 0.01% 1252
2017
Q4 		$3.74M Buy
25,168
+4,800
+24% +$695K 0.05% 765
2017
Q3 		$2.85M Buy
20,368
+18,768
+1,173% +$2.58M 0.05% 680
2017
Q2 		$216K Sell
1,600
-200
-11% -$26.7K ﹤0.01% 1368
2017
Q1 		$236K Buy
+1,800
New +$233K ﹤0.01% 1358

Other funds holding IWB

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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