Delphi Private Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Delphi Private 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
2019 Q1	–	Sell	-961	Closed	-$133K	–	43
2018 Q4	$133K	Hold	961	–	–	0.74%	8
2018 Q3	$155K	Hold	961	–	–	0.53%	16
2018 Q2	$146K	Hold	961	–	–	0.49%	17
2018 Q1	$141K	Hold	961	–	–	0.56%	17
2017 Q4	$143K	Hold	961	–	–	0.35%	28
2017 Q3	$134K	Hold	961	–	–	0.39%	17
2017 Q2	$130K	Hold	961	–	–	0.26%	17
2017 Q1	$126K	Hold	961	–	–	0.23%	16
2016 Q4	$120K	Hold	961	–	–	0.21%	25
2016 Q3	$116K	Hold	961	–	–	0.2%	22
2016 Q2	$112K	Hold	961	–	–	0.21%	24
2016 Q1	$110K	Hold	961	–	–	0.2%	26
2015 Q4	$109K	Buy	+961	New	+$110K	0.19%	30

Other funds holding IWB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

NMIFOAC

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Delphi Private Advisors's IWB Position: Q1 2019 in Review

Delphi Private Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2019, closing a stake of 961 shares — an estimated $133K sold.

Delphi Private Advisors first reported a position in IWB in Q4 2015 and held it in 13 quarters. The position peaked at $155K in Q3 2018. 690 funds tracked by Wall St. Rank hold IWB as of Q1 2019.

Delphi Private Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2019 after selling out during the quarter.
Delphi Private Advisors sold 961 iShares Russell 1000 ETF shares in Q1 2019, an estimated $133K.
Delphi Private Advisors first reported a position in iShares Russell 1000 ETF in Q4 2015 and held it in 13 quarters.
Delphi Private Advisors's iShares Russell 1000 ETF position peaked at $155K in Q3 2018.
690 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2019.

Based on Delphi Private Advisors's 13F filing for Q1 2019, filed 6 May 2019.