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IBM Retirement Fund’s iShares Russell 1000 ETF IWB Stock Holding History

IBM Retirement Fund’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
Q3 		– Sell
-27,175
Closed -$4.13M – 957
2016
Q2 		$4.13M Buy
+27,175
New +$3.13M 0.15% 146
2016
Q1 		– Sell
-4,400
Closed -$499K – 988
2015
Q4 		$499K Sell
4,400
-33,900
-89% -$3.88M 0.01% 988
2015
Q3 		$5.5M Buy
+38,300
New +$4.35M 0.12% 193

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

IBM Retirement Fund's IWB Position: Q3 2016 in Review

IBM Retirement Fund sold out of iShares Russell 1000 ETF (IWB) in Q3 2016, closing a stake of 27,175 shares — an estimated $4.13M sold.

IBM Retirement Fund first reported a position in IWB in Q3 2015 and held it in 3 quarters. The position peaked at $5.5M in Q3 2015. 457 funds tracked by Wall St. Rank hold IWB as of Q3 2016.

  • IBM Retirement Fund reported no remaining iShares Russell 1000 ETF position as of Q3 2016 after selling out during the quarter.
  • IBM Retirement Fund sold 27,175 iShares Russell 1000 ETF shares in Q3 2016, an estimated $4.13M.
  • IBM Retirement Fund first reported a position in iShares Russell 1000 ETF in Q3 2015 and held it in 3 quarters.
  • IBM Retirement Fund's iShares Russell 1000 ETF position peaked at $5.5M in Q3 2015.
  • 457 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2016.

Based on IBM Retirement Fund's 13F filing for Q3 2016, filed 26 Oct 2016.