JOYN Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

JOYN 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
2019 Q1	–	Sell	-93	Closed	-$13K	–	742
2018 Q4	$13K	Hold	93	–	–	﹤0.01%	855
2018 Q3	$15K	Hold	93	–	–	﹤0.01%	797
2018 Q2	$14K	Hold	93	–	–	﹤0.01%	784
2018 Q1	$14K	Buy	+93	New	+$14.1K	﹤0.01%	732
2014 Q1	–	Sell	-18	Closed	-$2K	–	51
2013 Q4	$2K	Hold	18	–	–	﹤0.01%	50
2013 Q3	$2K	Buy	+18	New	+$1.68K	﹤0.01%	45
2013 Q2	–	Hold	0	–	–	–	39

Other funds holding IWB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

JOYN Advisors's IWB Position: Q1 2019 in Review

JOYN Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2019, closing a stake of 93 shares — an estimated $13K sold.

JOYN Advisors first reported a position in IWB in Q3 2013 and held it in 6 quarters. The position peaked at $15K in Q3 2018. 690 funds tracked by Wall St. Rank hold IWB as of Q1 2019.

JOYN Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 93 iShares Russell 1000 ETF shares in Q1 2019, an estimated $13K.
JOYN Advisors first reported a position in iShares Russell 1000 ETF in Q3 2013 and held it in 6 quarters.
JOYN Advisors's iShares Russell 1000 ETF position peaked at $15K in Q3 2018.
690 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.