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Hoxton Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Hoxton Financial’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
2015
Q4 		– Sell
-27
Closed -$3K – 351
2015
Q3 		$3K Hold
27
– – ﹤0.01% 282
2015
Q2 		$3K Hold
27
– – ﹤0.01% 292
2015
Q1 		$3K Hold
27
– – ﹤0.01% 280
2014
Q4 		$3K Hold
27
– – ﹤0.01% 289
2014
Q3 		$3K Hold
27
– – ﹤0.01% 270
2014
Q2 		$3K Hold
27
– – ﹤0.01% 272
2014
Q1 		$3K Sell
27
-64
-70% -$6.58K ﹤0.01% 281
2013
Q4 		$9K Hold
91
– – ﹤0.01% 471
2013
Q3 		$9K Hold
91
– – 0.01% 291
2013
Q2 		$8K Buy
+91
New +$8.15K ﹤0.01% 437

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Hoxton Financial's IWB Position: Q4 2015 in Review

Hoxton Financial sold out of iShares Russell 1000 ETF (IWB) in Q4 2015, closing a stake of 27 shares — an estimated $3K sold.

Hoxton Financial first reported a position in IWB in Q2 2013 and held it in 10 quarters. The position peaked at $9K in Q4 2013. 418 funds tracked by Wall St. Rank hold IWB as of Q4 2015.

  • Hoxton Financial reported no remaining iShares Russell 1000 ETF position as of Q4 2015 after selling out during the quarter.
  • Hoxton Financial sold 27 iShares Russell 1000 ETF shares in Q4 2015, an estimated $3K.
  • Hoxton Financial first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 10 quarters.
  • Hoxton Financial's iShares Russell 1000 ETF position peaked at $9K in Q4 2013.
  • 418 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2015.

Based on Hoxton Financial's 13F filing for Q4 2015, filed 21 Jan 2016.