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HL Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

HL Financial Services’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
Q1 		$1.44M Buy
9,128
+275
+3% +$41.6K 0.02% 333
2018
Q4 		$1.23M Sell
8,853
-522
-6% -$78.1K 0.02% 330
2018
Q3 		$1.52M Sell
9,375
-70
-0.7% -$11.1K 0.02% 330
2018
Q2 		$1.44M Buy
9,445
+132
+1% +$19.9K 0.02% 318
2018
Q1 		$1.37M Buy
+9,313
New +$1.41M 0.02% 305
2017
Q4 		– Sell
-7,653
Closed -$1.07M – 660
2017
Q3 		$1.07M Sell
7,653
-415
-5% -$56.9K 0.02% 341
2017
Q2 		$1.09M Buy
8,068
+260
+3% +$34.7K 0.02% 331
2017
Q1 		$1.02M Sell
7,808
-245
-3% -$31.7K 0.02% 337
2016
Q4 		$1M Hold
8,053
– – 0.02% 320
2016
Q3 		$970K Sell
8,053
-212
-3% -$25.5K 0.02% 320
2016
Q2 		$966K Sell
8,265
-570
-6% -$65.7K 0.02% 322
2016
Q1 		$1.01M Sell
8,835
-170
-2% -$18.4K 0.02% 303
2015
Q4 		$1.01M Buy
9,005
+323
+4% +$36.9K 0.03% 309
2015
Q3 		$929K Buy
8,682
+1,335
+18% +$152K 0.03% 292
2015
Q2 		$853K Sell
7,347
-7,810
-52% -$921K 0.02% 344
2015
Q1 		$1.76M Buy
15,157
+310
+2% +$35.8K 0.05% 205
2014
Q4 		$1.7M Buy
14,847
+660
+5% +$74K 0.05% 190
2014
Q3 		$1.56M Sell
14,187
-770
-5% -$85.1K 0.05% 197
2014
Q2 		$1.65M Sell
14,957
-1,258
-8% -$134K 0.05% 198
2014
Q1 		$1.7M Buy
16,215
+365
+2% +$37.6K 0.05% 197
2013
Q4 		$1.64M Buy
15,850
+265
+2% +$26.2K 0.05% 202
2013
Q3 		$1.47M Hold
15,585
– – 0.05% 200
2013
Q2 		$1.4M Buy
+15,585
New +$1.4M 0.05% 196

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

HL Financial Services's IWB Position: Q1 2019 in Review

HL Financial Services increased its iShares Russell 1000 ETF (IWB) stake by 3.1% in Q1 2019, buying an estimated $41.6K and bringing the position to 9,128 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #333.

HL Financial Services first reported a position in IWB in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.76M in Q1 2015. 690 funds tracked by Wall St. Rank hold IWB as of Q1 2019.

  • HL Financial Services held 9,128 shares of iShares Russell 1000 ETF worth $1.44M as of Q1 2019.
  • HL Financial Services bought 275 iShares Russell 1000 ETF shares in Q1 2019, an estimated $41.6K.
  • iShares Russell 1000 ETF made up 0.02% of HL Financial Services's portfolio in Q1 2019, its #333 holding.
  • HL Financial Services first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 23 quarters since.
  • HL Financial Services's iShares Russell 1000 ETF position peaked at $1.76M in Q1 2015.
  • 690 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.