HCM
IWB icon

Highlander Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Highlander Capital Management’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
Q4 		– Sell
-173
Closed -$21K – 781
2016
Q3 		$21K Hold
173
– – 0.02% 515
2016
Q2 		$20K Hold
173
– – 0.02% 525
2016
Q1 		$20K Hold
173
– – 0.02% 521
2015
Q4 		$20K Hold
173
– – 0.02% 526
2015
Q3 		$18K Hold
173
– – 0.02% 553
2015
Q2 		$20K Hold
173
– – 0.02% 535
2015
Q1 		$20K Hold
173
– – 0.02% 550
2014
Q4 		$20K Hold
173
– – 0.02% 565
2014
Q3 		$19K Hold
173
– – 0.02% 546
2014
Q2 		$19K Hold
173
– – 0.02% 538
2014
Q1 		$18.1K Buy
+173
New +$17.8K 0.02% 548

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return