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Cavalier Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-9,784
Closed -$1.22M – 163
2016
Q4 		$1.22M Sell
9,784
-1,356
-12% -$165K 0.78% 19
2016
Q3 		$1.34M Buy
+11,140
New +$1.34M 0.82% 27

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Cavalier Investments's IWB Position: Q1 2017 in Review

Cavalier Investments sold out of iShares Russell 1000 ETF (IWB) in Q1 2017, closing a stake of 9,784 shares — an estimated $1.22M sold.

Cavalier Investments first reported a position in IWB in Q3 2016 and held it in 2 quarters. The position peaked at $1.34M in Q3 2016. 506 funds tracked by Wall St. Rank hold IWB as of Q1 2017.

  • Cavalier Investments reported no remaining iShares Russell 1000 ETF position as of Q1 2017 after selling out during the quarter.
  • Cavalier Investments sold 9,784 iShares Russell 1000 ETF shares in Q1 2017, an estimated $1.22M.
  • Cavalier Investments first reported a position in iShares Russell 1000 ETF in Q3 2016 and held it in 2 quarters.
  • Cavalier Investments's iShares Russell 1000 ETF position peaked at $1.34M in Q3 2016.
  • 506 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2017.

Based on Cavalier Investments's 13F filing for Q1 2017, filed 15 May 2017.