GS
IWB icon

Girard Securities’s iShares Russell 1000 ETF IWB Stock Holding History

Girard Securities’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
2017
Q4 		– Sell
-1,801
Closed -$252K – 64
2017
Q3 		$252K Sell
1,801
-193
-10% -$26.5K 0.22% 100
2017
Q2 		$271K Sell
1,994
-1
-0.1% -$133 0.2% 123
2017
Q1 		$262K Buy
1,995
+4
+0.2% +$518 0.22% 118
2016
Q4 		$248K Buy
+1,991
New +$242K 0.22% 134

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Girard Securities's IWB Position: Q4 2017 in Review

Girard Securities sold out of iShares Russell 1000 ETF (IWB) in Q4 2017, closing a stake of 1,801 shares — an estimated $252K sold.

Girard Securities first reported a position in IWB in Q4 2016 and held it in 4 quarters. The position peaked at $271K in Q2 2017. 615 funds tracked by Wall St. Rank hold IWB as of Q4 2017.

  • Girard Securities reported no remaining iShares Russell 1000 ETF position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 1,801 iShares Russell 1000 ETF shares in Q4 2017, an estimated $252K.
  • Girard Securities first reported a position in iShares Russell 1000 ETF in Q4 2016 and held it in 4 quarters.
  • Girard Securities's iShares Russell 1000 ETF position peaked at $271K in Q2 2017.
  • 615 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.