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Guggenheim Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Guggenheim Capital’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
2014
Q4 		– Sell
-3,500
Closed -$385K – 3058
2014
Q3 		$385K Buy
+3,500
New +$387K ﹤0.01% 2643
2013
Q4 		– Sell
-3,890
Closed -$366K – 3221
2013
Q3 		$366K Buy
3,890
+1,790
+85% +$167K ﹤0.01% 2547
2013
Q2 		$187K Buy
+2,100
New +$188K ﹤0.01% 2755

Other funds holding IWB

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Guggenheim Capital's IWB Position: Q4 2014 in Review

Guggenheim Capital sold out of iShares Russell 1000 ETF (IWB) in Q4 2014, closing a stake of 3,500 shares — an estimated $385K sold.

Guggenheim Capital first reported a position in IWB in Q2 2013 and held it in 3 quarters. The position peaked at $385K in Q3 2014. 378 funds tracked by Wall St. Rank hold IWB as of Q4 2014.

  • Guggenheim Capital reported no remaining iShares Russell 1000 ETF position as of Q4 2014 after selling out during the quarter.
  • Guggenheim Capital sold 3,500 iShares Russell 1000 ETF shares in Q4 2014, an estimated $385K.
  • Guggenheim Capital first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 3 quarters.
  • Guggenheim Capital's iShares Russell 1000 ETF position peaked at $385K in Q3 2014.
  • 378 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2014.

Based on Guggenheim Capital's 13F filing for Q4 2014, filed 17 Feb 2015.