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Drexel Morgan & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Drexel Morgan & Co’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
Q1 		– Sell
-4,540
Closed -$565K – 92
2016
Q4 		$565K Hold
4,540
– – 0.67% 45
2016
Q3 		$547K Buy
+4,540
New +$546K 0.61% 47

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Drexel Morgan & Co's IWB Position: Q1 2017 in Review

Drexel Morgan & Co sold out of iShares Russell 1000 ETF (IWB) in Q1 2017, closing a stake of 4,540 shares — an estimated $565K sold.

Drexel Morgan & Co first reported a position in IWB in Q3 2016 and held it in 2 quarters. The position peaked at $565K in Q4 2016. 506 funds tracked by Wall St. Rank hold IWB as of Q1 2017.

  • Drexel Morgan & Co reported no remaining iShares Russell 1000 ETF position as of Q1 2017 after selling out during the quarter.
  • Drexel Morgan & Co sold 4,540 iShares Russell 1000 ETF shares in Q1 2017, an estimated $565K.
  • Drexel Morgan & Co first reported a position in iShares Russell 1000 ETF in Q3 2016 and held it in 2 quarters.
  • Drexel Morgan & Co's iShares Russell 1000 ETF position peaked at $565K in Q4 2016.
  • 506 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2017.

Based on Drexel Morgan & Co's 13F filing for Q1 2017, filed 12 May 2017.