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KLS Professional Advisors Group’s iShares Russell 1000 ETF IWB Stock Holding History

KLS Professional Advisors Group’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
Q2 		– Sell
-4,892
Closed -$770K – 28
2019
Q1 		$770K Buy
4,892
+150
+3% +$22.7K 0.04% 15
2018
Q4 		$658K Buy
4,742
+72
+2% +$10.8K 0.04% 15
2018
Q3 		$755K Hold
4,670
– – 0.12% 14
2018
Q2 		$710K Buy
+4,670
New +$704K 0.12% 14

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

KLS Professional Advisors Group's IWB Position: Q2 2019 in Review

KLS Professional Advisors Group sold out of iShares Russell 1000 ETF (IWB) in Q2 2019, closing a stake of 4,892 shares — an estimated $770K sold.

KLS Professional Advisors Group first reported a position in IWB in Q2 2018 and held it in 4 quarters. The position peaked at $770K in Q1 2019. 699 funds tracked by Wall St. Rank hold IWB as of Q2 2019.

  • KLS Professional Advisors Group reported no remaining iShares Russell 1000 ETF position as of Q2 2019 after selling out during the quarter.
  • KLS Professional Advisors Group sold 4,892 iShares Russell 1000 ETF shares in Q2 2019, an estimated $770K.
  • KLS Professional Advisors Group first reported a position in iShares Russell 1000 ETF in Q2 2018 and held it in 4 quarters.
  • KLS Professional Advisors Group's iShares Russell 1000 ETF position peaked at $770K in Q1 2019.
  • 699 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2019.

Based on KLS Professional Advisors Group's 13F filing for Q2 2019, filed 9 Jul 2019.