IAA
IWB icon

Ironsides Asset Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Ironsides Asset Advisors’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
Q2 		– Sell
-2,025
Closed -$231K – 174
2016
Q1 		$231K Hold
2,025
– – 0.06% 164
2015
Q4 		$230K Hold
2,025
– – 0.06% 139
2015
Q3 		$217K Hold
2,025
– – 0.06% 148
2015
Q2 		$235K Hold
2,025
– – 0.07% 139
2015
Q1 		$235K Hold
2,025
– – 0.06% 143
2014
Q4 		$232K Hold
2,025
– – 0.06% 143
2014
Q3 		$222K Hold
2,025
– – 0.06% 149
2014
Q2 		$223K Buy
+2,025
New +$215K 0.06% 152

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
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return