Convergent Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Convergent Wealth 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
2015 Q3	$1.53M	Hold	14,299	–	–	0.35%	26
2015 Q2	$1.66M	Sell	14,299 -8,464	-37%	-$998K	0.38%	21
2015 Q1	$2.64M	Sell	22,763 -601	-3%	-$69.4K	0.4%	21
2014 Q4	$2.68M	Sell	23,364 -11,186	-32%	-$1.25M	0.33%	20
2014 Q3	$3.8M	Hold	34,550	–	–	0.52%	17
2014 Q2	$3.8M	Sell	34,550 -6,900	-17%	-$734K	0.55%	14
2014 Q1	$4.34M	Buy	41,450 +58	+0.1%	+$5.97K	0.69%	14
2013 Q4	$4.27M	Buy	+41,392	New	+$4.09M	0.7%	13

Other funds holding IWB

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

BIT

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

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

CSIA

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Convergent Wealth Advisors's IWB Position: Q3 2015 in Review

Convergent Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q3 2015 at 14,299 shares worth $1.53M. The position accounts for 0.35% of the portfolio, ranked #26.

Convergent Wealth Advisors first reported a position in IWB in Q4 2013 and has held it in 8 quarters since. The position peaked at $4.34M in Q1 2014. 385 funds tracked by Wall St. Rank hold IWB as of Q3 2015.

Convergent Wealth Advisors held 14,299 shares of iShares Russell 1000 ETF worth $1.53M as of Q3 2015.
Convergent Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q3 2015.
iShares Russell 1000 ETF made up 0.35% of Convergent Wealth Advisors's portfolio in Q3 2015, its #26 holding.
Convergent Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 8 quarters since.
Convergent Wealth Advisors's iShares Russell 1000 ETF position peaked at $4.34M in Q1 2014.
385 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.