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Investment Centers of America’s iShares Russell 1000 ETF IWB Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-7,563
Closed -$1.06M – 243
2017
Q3 		$1.06M Buy
7,563
+266
+4% +$36.5K 0.08% 211
2017
Q2 		$987K Sell
7,297
-2,988
-29% -$399K 0.07% 225
2017
Q1 		$1.35M Buy
10,285
+64
+0.6% +$8.29K 0.1% 182
2016
Q4 		$1.27M Buy
10,221
+5,930
+138% +$721K 0.11% 174
2016
Q3 		$516K Buy
4,291
+852
+25% +$102K 0.05% 289
2016
Q2 		$401K Sell
3,439
-1,885
-35% -$217K 0.05% 303
2016
Q1 		$606K Buy
5,324
+1,931
+57% +$209K 0.07% 250
2015
Q4 		$383K Buy
3,393
+184
+6% +$21K 0.05% 300
2015
Q3 		$343K Buy
3,209
+483
+18% +$54.8K 0.05% 297
2015
Q2 		$315K Sell
2,726
-73
-3% -$8.61K 0.05% 313
2015
Q1 		$324K Buy
2,799
+112
+4% +$12.9K 0.05% 321
2014
Q4 		$310K Buy
2,687
+90
+3% +$10.1K 0.07% 281
2014
Q3 		$285K Buy
+2,597
New +$287K 0.05% 312
2014
Q2 		– Sell
-5,673
Closed -$537K – 389
2014
Q1 		$537K Buy
5,673
+3,341
+143% +$344K 0.11% 190
2013
Q4 		$221K Sell
2,332
-3,341
-59% -$331K 0.11% 208
2013
Q3 		$537K Buy
5,673
+2,966
+110% +$277K 0.11% 192
2013
Q2 		$244K Buy
+2,707
New +$242K 0.07% 239

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Investment Centers of America's IWB Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Russell 1000 ETF (IWB) in Q4 2017, closing a stake of 7,563 shares — an estimated $1.06M sold.

Investment Centers of America first reported a position in IWB in Q2 2013 and held it in 17 quarters. The position peaked at $1.35M in Q1 2017. 615 funds tracked by Wall St. Rank hold IWB as of Q4 2017.

  • Investment Centers of America reported no remaining iShares Russell 1000 ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 7,563 iShares Russell 1000 ETF shares in Q4 2017, an estimated $1.06M.
  • Investment Centers of America first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 17 quarters.
  • Investment Centers of America's iShares Russell 1000 ETF position peaked at $1.35M in Q1 2017.
  • 615 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.