Jacobus Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Jacobus Wealth Management’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 Q3	$1.59M	Hold	11,339	–	–	0.42%	55
2017 Q2	$1.53M	Hold	11,339	–	–	0.41%	55
2017 Q1	$1.49M	Sell	11,339 -2,676	-19%	-$347K	0.42%	58
2016 Q4	$1.74M	Hold	14,015	–	–	0.51%	45
2016 Q3	$1.69M	Sell	14,015 -160	-1%	-$19.2K	0.49%	48
2016 Q2	$1.66M	Hold	14,175	–	–	0.51%	47
2016 Q1	$1.62M	Hold	14,175	–	–	0.47%	48
2015 Q4	$1.61M	Hold	14,175	–	–	0.46%	49
2015 Q3	$1.52M	Buy	14,175 +955	+7%	+$108K	0.44%	49
2015 Q2	$1.53M	Buy	13,220 +85	+0.6%	+$10K	0.38%	54
2015 Q1	$1.52M	Hold	13,135	–	–	0.39%	52
2014 Q4	$1.51M	Hold	13,135	–	–	0.39%	52
2014 Q3	$1.44M	Sell	13,135 -2,516	-16%	-$278K	0.4%	53
2014 Q2	$1.72M	Hold	15,651	–	–	0.44%	48
2014 Q1	$1.64M	Buy	15,651 +2,516	+19%	+$259K	0.4%	52
2013 Q4	$1.35M	Hold	13,135	–	–	0.39%	52
2013 Q3	$1.24M	Buy	13,135 +40	+0.3%	+$3.74K	0.43%	49
2013 Q2	$1.18M	Buy	+13,095	New	+$1.17M	0.43%	46

Other funds holding IWB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Jacobus Wealth Management's IWB Position: Q3 2017 in Review

Jacobus Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2017 at 11,339 shares worth $1.59M. The position accounts for 0.42% of the portfolio, ranked #55.

Jacobus Wealth Management first reported a position in IWB in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.74M in Q4 2016. 525 funds tracked by Wall St. Rank hold IWB as of Q3 2017.

Jacobus Wealth Management held 11,339 shares of iShares Russell 1000 ETF worth $1.59M as of Q3 2017.
Jacobus Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q3 2017.
iShares Russell 1000 ETF made up 0.42% of Jacobus Wealth Management's portfolio in Q3 2017, its #55 holding.
Jacobus Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 18 quarters since.
Jacobus Wealth Management's iShares Russell 1000 ETF position peaked at $1.74M in Q4 2016.
525 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.