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Hefren-Tillotson’s iShares Russell 1000 ETF IWB Stock Holding History

Hefren-Tillotson’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
2016
Q1 		– Sell
-85
Closed -$9K – 49
2015
Q4 		$9K Buy
+85
New +$9.72K ﹤0.01% 41

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hefren-Tillotson's IWB Position: Q1 2016 in Review

Hefren-Tillotson sold out of iShares Russell 1000 ETF (IWB) in Q1 2016, closing a stake of 85 shares — an estimated $9K sold.

Hefren-Tillotson first reported a position in IWB in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 433 funds tracked by Wall St. Rank hold IWB as of Q1 2016.

  • Hefren-Tillotson reported no remaining iShares Russell 1000 ETF position as of Q1 2016 after selling out during the quarter.
  • Hefren-Tillotson sold 85 iShares Russell 1000 ETF shares in Q1 2016, an estimated $9K.
  • Hefren-Tillotson first reported a position in iShares Russell 1000 ETF in Q4 2015 and held it in 1 quarter.
  • Hefren-Tillotson's iShares Russell 1000 ETF position peaked at $9K in Q4 2015.
  • 433 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2016.

Based on Hefren-Tillotson's 13F filing for Q1 2016, filed 2 May 2016.