Capstone Investment Advisors
IWB icon

Capstone Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Capstone Investment 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
2018
Q1 		– Sell
-1,518
Closed -$225K – 450
2017
Q4 		$225K Sell
1,518
-331
-18% -$47.9K 0.01% 422
2017
Q3 		$258K Buy
1,849
+92
+5% +$12.6K 0.01% 425
2017
Q2 		$237K Buy
+1,757
New +$235K 0.01% 527

Other funds holding IWB

BlackRock
BlackRock New York $5.72T 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
QI
QS Investors New York $8.47B AUM 30.71% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Capstone Investment Advisors's IWB Position: Q1 2018 in Review

Capstone Investment Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2018, closing a stake of 1,518 shares — an estimated $225K sold.

Capstone Investment Advisors first reported a position in IWB in Q2 2017 and held it in 3 quarters. The position peaked at $258K in Q3 2017. 621 funds tracked by Wall St. Rank hold IWB as of Q1 2018.

  • Capstone Investment Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,518 iShares Russell 1000 ETF shares in Q1 2018, an estimated $225K.
  • Capstone Investment Advisors first reported a position in iShares Russell 1000 ETF in Q2 2017 and held it in 3 quarters.
  • Capstone Investment Advisors's iShares Russell 1000 ETF position peaked at $258K in Q3 2017.
  • 621 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2018.

Based on Capstone Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.