Cobiz Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-459	Closed	-$41K	–	234
2013 Q2	$41K	Buy	+459	New	+$41.1K	0.01%	187

Other funds holding IWB

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Cobiz Wealth's IWB Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares Russell 1000 ETF (IWB) in Q3 2013, closing a stake of 459 shares — an estimated $41K sold.

Cobiz Wealth first reported a position in IWB in Q2 2013 and held it in 1 quarter. The position peaked at $41K in Q2 2013. 280 funds tracked by Wall St. Rank hold IWB as of Q3 2013.

Cobiz Wealth reported no remaining iShares Russell 1000 ETF position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 459 iShares Russell 1000 ETF shares in Q3 2013, an estimated $41K.
Cobiz Wealth first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's iShares Russell 1000 ETF position peaked at $41K in Q2 2013.
280 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.