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Exchange Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Exchange Capital Management’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
Q4 		– Sell
-1,390
Closed -$229K – 151
2019
Q3 		$229K Buy
+1,390
New +$228K 0.06% 144
2018
Q4 		– Sell
-865
Closed -$140K – 193
2018
Q3 		$140K Buy
+865
New +$137K 0.04% 133

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Exchange Capital Management's IWB Position: Q4 2019 in Review

Exchange Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2019, closing a stake of 1,390 shares — an estimated $229K sold.

Exchange Capital Management first reported a position in IWB in Q3 2018 and held it in 2 quarters. The position peaked at $229K in Q3 2019. 819 funds tracked by Wall St. Rank hold IWB as of Q4 2019.

  • Exchange Capital Management reported no remaining iShares Russell 1000 ETF position as of Q4 2019 after selling out during the quarter.
  • Exchange Capital Management sold 1,390 iShares Russell 1000 ETF shares in Q4 2019, an estimated $229K.
  • Exchange Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2018 and held it in 2 quarters.
  • Exchange Capital Management's iShares Russell 1000 ETF position peaked at $229K in Q3 2019.
  • 819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2019.

Based on Exchange Capital Management's 13F filing for Q4 2019, filed 29 Jan 2020.