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D'Orazio & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

D'Orazio & Associates’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
2017
Q3 		– Sell
-89
Closed -$12K – 299
2017
Q2 		$12K Buy
+89
New +$11.9K ﹤0.01% 221
2016
Q4 		– Sell
-37
Closed -$4K – 278
2016
Q3 		$4K Hold
37
– – ﹤0.01% 240
2016
Q2 		$4K Hold
37
– – ﹤0.01% 253
2016
Q1 		$4K Buy
+37
New +$4K ﹤0.01% 255

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

D'Orazio & Associates's IWB Position: Q3 2017 in Review

D'Orazio & Associates sold out of iShares Russell 1000 ETF (IWB) in Q3 2017, closing a stake of 89 shares — an estimated $12K sold.

D'Orazio & Associates first reported a position in IWB in Q1 2016 and held it in 4 quarters. The position peaked at $12K in Q2 2017. 525 funds tracked by Wall St. Rank hold IWB as of Q3 2017.

  • D'Orazio & Associates reported no remaining iShares Russell 1000 ETF position as of Q3 2017 after selling out during the quarter.
  • D'Orazio & Associates sold 89 iShares Russell 1000 ETF shares in Q3 2017, an estimated $12K.
  • D'Orazio & Associates first reported a position in iShares Russell 1000 ETF in Q1 2016 and held it in 4 quarters.
  • D'Orazio & Associates's iShares Russell 1000 ETF position peaked at $12K in Q2 2017.
  • 525 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2017.

Based on D'Orazio & Associates's 13F filing for Q3 2017, filed 14 Nov 2017.