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Crosspoint Capital Strategies’s iShares Russell 1000 ETF IWB Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-2,230
Closed -$256K – 470
2015
Q4 		$256K Buy
2,230
+1,585
+246% +$181K 0.07% 193
2015
Q3 		$69K Buy
+645
New +$73.2K 0.08% 219

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Crosspoint Capital Strategies's IWB Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares Russell 1000 ETF (IWB) in Q1 2016, closing a stake of 2,230 shares — an estimated $256K sold.

Crosspoint Capital Strategies first reported a position in IWB in Q3 2015 and held it in 2 quarters. The position peaked at $256K in Q4 2015. 434 funds tracked by Wall St. Rank hold IWB as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares Russell 1000 ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 2,230 iShares Russell 1000 ETF shares in Q1 2016, an estimated $256K.
  • Crosspoint Capital Strategies first reported a position in iShares Russell 1000 ETF in Q3 2015 and held it in 2 quarters.
  • Crosspoint Capital Strategies's iShares Russell 1000 ETF position peaked at $256K in Q4 2015.
  • 434 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.