EDRH
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Edmond de Rothschild Holding’s iShares Russell 1000 ETF IWB Stock Holding History

Edmond de Rothschild Holding’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
Q2 		– Sell
-40
Closed -$6K – 610
2019
Q1 		$6K Buy
+40
New +$6.05K ﹤0.01% 594

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
QI
QS Investors New York $8.47B AUM 30.71% 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
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
PNC Financial Services Group
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

Edmond de Rothschild Holding's IWB Position: Q2 2019 in Review

Edmond de Rothschild Holding sold out of iShares Russell 1000 ETF (IWB) in Q2 2019, closing a stake of 40 shares — an estimated $6K sold.

Edmond de Rothschild Holding first reported a position in IWB in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 699 funds tracked by Wall St. Rank hold IWB as of Q2 2019.

  • Edmond de Rothschild Holding reported no remaining iShares Russell 1000 ETF position as of Q2 2019 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 40 iShares Russell 1000 ETF shares in Q2 2019, an estimated $6K.
  • Edmond de Rothschild Holding first reported a position in iShares Russell 1000 ETF in Q1 2019 and held it in 1 quarter.
  • Edmond de Rothschild Holding's iShares Russell 1000 ETF position peaked at $6K in Q1 2019.
  • 699 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2019.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2019, filed 14 Aug 2019.