Gradient Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Gradient Capital 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
2019 Q2	–	Sell	-3,579	Closed	-$563K	–	90
2019 Q1	$563K	Hold	3,579	–	–	0.45%	48
2018 Q4	$496K	Hold	3,579	–	–	0.43%	51
2018 Q3	$579K	Buy	3,579 +419	+13%	+$66.5K	0.49%	46
2018 Q2	$480K	Hold	3,160	–	–	0.45%	50
2018 Q1	$464K	Hold	3,160	–	–	0.46%	45
2017 Q4	$470K	Buy	+3,160	New	+$458K	0.48%	42

Other funds holding IWB

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 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 29.18% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Gradient Capital Advisors's IWB Position: Q2 2019 in Review

Gradient Capital Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2019, closing a stake of 3,579 shares — an estimated $563K sold.

Gradient Capital Advisors first reported a position in IWB in Q4 2017 and held it in 6 quarters. The position peaked at $579K in Q3 2018. 699 funds tracked by Wall St. Rank hold IWB as of Q2 2019.

Gradient Capital Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2019 after selling out during the quarter.
Gradient Capital Advisors sold 3,579 iShares Russell 1000 ETF shares in Q2 2019, an estimated $563K.
Gradient Capital Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 6 quarters.
Gradient Capital Advisors's iShares Russell 1000 ETF position peaked at $579K in Q3 2018.
699 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2019.

Based on Gradient Capital Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.