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Guidant Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Guidant Wealth 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
Q3 		$173K Hold
1,053
– – 0.06% 114
2019
Q2 		$171K Buy
1,053
+6
+0.6% +$961 0.07% 115
2019
Q1 		$165K Buy
+1,047
New +$158K 0.06% 115

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
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
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
QI
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

Guidant Wealth Advisors's IWB Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q3 2019 at 1,053 shares worth $173K. The position accounts for 0.06% of the portfolio, ranked #114.

Guidant Wealth Advisors first reported a position in IWB in Q1 2019 and has held it in 3 quarters since. 716 funds tracked by Wall St. Rank hold IWB as of Q3 2019.

  • Guidant Wealth Advisors held 1,053 shares of iShares Russell 1000 ETF worth $173K as of Q3 2019.
  • Guidant Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q3 2019.
  • iShares Russell 1000 ETF made up 0.06% of Guidant Wealth Advisors's portfolio in Q3 2019, its #114 holding.
  • Guidant Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 3 quarters since.
  • 716 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.