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First Foundation Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

First Foundation Advisors’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
2016
Q2 		– Sell
-2,853
Closed -$325K – 300
2016
Q1 		$325K Hold
2,853
– – 0.02% 223
2015
Q4 		$323K Buy
+2,853
New +$326K 0.02% 212

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Foundation Advisors's IWB Position: Q2 2016 in Review

First Foundation Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2016, closing a stake of 2,853 shares — an estimated $325K sold.

First Foundation Advisors first reported a position in IWB in Q4 2015 and held it in 2 quarters. The position peaked at $325K in Q1 2016. 445 funds tracked by Wall St. Rank hold IWB as of Q2 2016.

  • First Foundation Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2016 after selling out during the quarter.
  • First Foundation Advisors sold 2,853 iShares Russell 1000 ETF shares in Q2 2016, an estimated $325K.
  • First Foundation Advisors first reported a position in iShares Russell 1000 ETF in Q4 2015 and held it in 2 quarters.
  • First Foundation Advisors's iShares Russell 1000 ETF position peaked at $325K in Q1 2016.
  • 445 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2016.

Based on First Foundation Advisors's 13F filing for Q2 2016, filed 16 Aug 2016.