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

First Western 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
2016 Q1	–	Sell	-3,736	Closed	-$423K	–	102
2015 Q4	$423K	Buy	3,736 +801	+27%	+$91.6K	0.13%	98
2015 Q3	$314K	Hold	2,935	–	–	0.1%	100
2015 Q2	$341K	Sell	2,935 -340	-10%	-$40.1K	0.11%	104
2015 Q1	$379K	Hold	3,275	–	–	0.11%	109
2014 Q4	$375K	Hold	3,275	–	–	0.11%	113
2014 Q3	$360K	Buy	+3,275	New	+$362K	0.11%	122

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Western Capital Management's IWB Position: Q1 2016 in Review

First Western Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2016, closing a stake of 3,736 shares — an estimated $423K sold.

First Western Capital Management first reported a position in IWB in Q3 2014 and held it in 6 quarters. The position peaked at $423K in Q4 2015. 433 funds tracked by Wall St. Rank hold IWB as of Q1 2016.

First Western Capital Management reported no remaining iShares Russell 1000 ETF position as of Q1 2016 after selling out during the quarter.
First Western Capital Management sold 3,736 iShares Russell 1000 ETF shares in Q1 2016, an estimated $423K.
First Western Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2014 and held it in 6 quarters.
First Western Capital Management's iShares Russell 1000 ETF position peaked at $423K in Q4 2015.
433 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2016.

Based on First Western Capital Management's 13F filing for Q1 2016, filed 20 Apr 2016.