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Chessman Wealth Strategies RIA’s iShares Russell 1000 ETF IWB Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-386
Closed -$62K – 96
2018
Q3 		$62K Buy
+386
New +$61.3K 0.05% 50

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Chessman Wealth Strategies RIA's IWB Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of iShares Russell 1000 ETF (IWB) in Q4 2018, closing a stake of 386 shares — an estimated $62K sold.

Chessman Wealth Strategies RIA first reported a position in IWB in Q3 2018 and held it in 1 quarter. The position peaked at $62K in Q3 2018. 701 funds tracked by Wall St. Rank hold IWB as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining iShares Russell 1000 ETF position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 386 iShares Russell 1000 ETF shares in Q4 2018, an estimated $62K.
  • Chessman Wealth Strategies RIA first reported a position in iShares Russell 1000 ETF in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's iShares Russell 1000 ETF position peaked at $62K in Q3 2018.
  • 701 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.