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D. Scott Neal’s iShares Russell 1000 ETF IWB Stock Holding History

D. Scott Neal’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
Q3 		– Sell
-4,161
Closed -$486K – 185
2016
Q2 		$486K Sell
4,161
-385
-8% -$44.4K 0.43% 21
2016
Q1 		$519K Sell
4,546
-1,052
-19% -$114K 0.49% 21
2015
Q4 		$634K Sell
5,598
-280
-5% -$32K 0.5% 15
2015
Q3 		$629K Sell
5,878
-1,893
-24% -$215K 0.53% 17
2015
Q2 		$902K Buy
7,771
+1,654
+27% +$195K 0.62% 19
2015
Q1 		$709K Buy
6,117
+554
+10% +$64K 0.51% 18
2014
Q4 		$638K Sell
5,563
-74
-1% -$8.3K 0.45% 20
2014
Q3 		$619K Buy
5,637
+266
+5% +$29.4K 0.49% 20
2014
Q2 		$591K Buy
5,371
+1,772
+49% +$189K 0.47% 21
2014
Q1 		$377K Buy
3,599
+1,468
+69% +$151K 0.32% 34
2013
Q4 		$220K Buy
+2,131
New +$211K 0.2% 36

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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

D. Scott Neal's IWB Position: Q3 2016 in Review

D. Scott Neal sold out of iShares Russell 1000 ETF (IWB) in Q3 2016, closing a stake of 4,161 shares — an estimated $486K sold.

D. Scott Neal first reported a position in IWB in Q4 2013 and held it in 11 quarters. The position peaked at $902K in Q2 2015. 457 funds tracked by Wall St. Rank hold IWB as of Q3 2016.

  • D. Scott Neal reported no remaining iShares Russell 1000 ETF position as of Q3 2016 after selling out during the quarter.
  • D. Scott Neal sold 4,161 iShares Russell 1000 ETF shares in Q3 2016, an estimated $486K.
  • D. Scott Neal first reported a position in iShares Russell 1000 ETF in Q4 2013 and held it in 11 quarters.
  • D. Scott Neal's iShares Russell 1000 ETF position peaked at $902K in Q2 2015.
  • 457 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2016.

Based on D. Scott Neal's 13F filing for Q3 2016, filed 18 Oct 2016.