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FolioMetrix’s iShares Russell 1000 ETF IWB Stock Holding History

FolioMetrix’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
2015
Q1 		– Sell
-22,859
Closed -$2.48M – 247
2014
Q4 		$2.48M Buy
+22,859
New +$2.56M 1.75% 16

Other funds holding IWB

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FolioMetrix's IWB Position: Q1 2015 in Review

FolioMetrix sold out of iShares Russell 1000 ETF (IWB) in Q1 2015, closing a stake of 22,859 shares — an estimated $2.48M sold.

FolioMetrix first reported a position in IWB in Q4 2014 and held it in 1 quarter. The position peaked at $2.48M in Q4 2014. 383 funds tracked by Wall St. Rank hold IWB as of Q1 2015.

  • FolioMetrix reported no remaining iShares Russell 1000 ETF position as of Q1 2015 after selling out during the quarter.
  • FolioMetrix sold 22,859 iShares Russell 1000 ETF shares in Q1 2015, an estimated $2.48M.
  • FolioMetrix first reported a position in iShares Russell 1000 ETF in Q4 2014 and held it in 1 quarter.
  • FolioMetrix's iShares Russell 1000 ETF position peaked at $2.48M in Q4 2014.
  • 383 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2015.

Based on FolioMetrix's 13F filing for Q1 2015, filed 28 Apr 2015.