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Capital Management Associates (New York)’s iShares Russell 1000 ETF IWB Stock Holding History

Capital Management Associates (New York)’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
2020
Q3 		– Sell
-7,000
Closed -$1.2M – 72
2020
Q2 		$1.2M Hold
7,000
– – 1.69% 19
2020
Q1 		$991K Buy
7,000
+2,000
+40% +$338K 1.79% 19
2019
Q4 		$892K Buy
+5,000
New +$853K 1.23% 30

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Capital Management Associates (New York)'s IWB Position: Q3 2020 in Review

Capital Management Associates (New York) sold out of iShares Russell 1000 ETF (IWB) in Q3 2020, closing a stake of 7,000 shares — an estimated $1.2M sold.

Capital Management Associates (New York) first reported a position in IWB in Q4 2019 and held it in 3 quarters. The position peaked at $1.2M in Q2 2020. 820 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

  • Capital Management Associates (New York) reported no remaining iShares Russell 1000 ETF position as of Q3 2020 after selling out during the quarter.
  • Capital Management Associates (New York) sold 7,000 iShares Russell 1000 ETF shares in Q3 2020, an estimated $1.2M.
  • Capital Management Associates (New York) first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 3 quarters.
  • Capital Management Associates (New York)'s iShares Russell 1000 ETF position peaked at $1.2M in Q2 2020.
  • 820 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

Based on Capital Management Associates (New York)'s 13F filing for Q3 2020, filed 10 Nov 2020.