EWM
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Executive Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Executive Wealth 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
Q3 		– Sell
-358
Closed -$58K – 463
2019
Q2 		$58K Hold
358
– – 0.01% 274
2019
Q1 		$56K Hold
358
– – 0.01% 250
2018
Q4 		$50K Buy
+358
New +$53.6K 0.01% 279

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
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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

Executive Wealth Management's IWB Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2019, closing a stake of 358 shares — an estimated $58K sold.

Executive Wealth Management first reported a position in IWB in Q4 2018 and held it in 3 quarters. The position peaked at $58K in Q2 2019. 716 funds tracked by Wall St. Rank hold IWB as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 358 iShares Russell 1000 ETF shares in Q3 2019, an estimated $58K.
  • Executive Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares Russell 1000 ETF position peaked at $58K in Q2 2019.
  • 716 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.