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Cetera Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Cetera Investment Management’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
-2,586
Closed -$350K – 35
2017
Q2 		$350K Hold
2,586
– – 0.44% 77
2017
Q1 		$339K Sell
2,586
-40
-2% -$5.18K 0.39% 90
2016
Q4 		$327K Hold
2,626
– – 0.25% 93
2016
Q3 		$316K Sell
2,626
-272
-9% -$32.7K 0.2% 98
2016
Q2 		$339K Hold
2,898
– – 0.2% 96
2016
Q1 		$331K Sell
2,898
-640
-18% -$69.2K 0.17% 103
2015
Q4 		$402K Buy
+3,538
New +$405K 0.16% 122

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
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

Cetera Investment Management's IWB Position: Q3 2017 in Review

Cetera Investment Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2017, closing a stake of 2,586 shares — an estimated $350K sold.

Cetera Investment Management first reported a position in IWB in Q4 2015 and held it in 7 quarters. The position peaked at $402K in Q4 2015. 525 funds tracked by Wall St. Rank hold IWB as of Q3 2017.

  • Cetera Investment Management reported no remaining iShares Russell 1000 ETF position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 2,586 iShares Russell 1000 ETF shares in Q3 2017, an estimated $350K.
  • Cetera Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2015 and held it in 7 quarters.
  • Cetera Investment Management's iShares Russell 1000 ETF position peaked at $402K in Q4 2015.
  • 525 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.