George Soros’s iShares Russell 1000 ETF IWB Stock Holding History

George Soros’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	-262,740	Closed	-$42.8M	–	186
2019 Q2	$42.8M	Sell	262,740 -149,953	-36%	-$24M	1%	16
2019 Q1	$64.9M	Buy	412,693 +127,162	+45%	+$19.2M	1.51%	8
2018 Q4	$39.6M	Buy	+285,531	New	+$42.7M	1.2%	10

Other funds holding IWB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

George Soros's IWB Position: Q3 2019 in Review

George Soros sold out of iShares Russell 1000 ETF (IWB) in Q3 2019, closing a stake of 262,740 shares — an estimated $42.8M sold.

George Soros first reported a position in IWB in Q4 2018 and held it in 3 quarters. The position peaked at $64.9M in Q1 2019. 716 funds tracked by Wall St. Rank hold IWB as of Q3 2019.

George Soros reported no remaining iShares Russell 1000 ETF position as of Q3 2019 after selling out during the quarter.
George Soros sold 262,740 iShares Russell 1000 ETF shares in Q3 2019, an estimated $42.8M.
George Soros first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 3 quarters.
George Soros's iShares Russell 1000 ETF position peaked at $64.9M in Q1 2019.
716 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2019.

Based on Soros Fund Management's 13F filing for Q3 2019, filed 14 Nov 2019.