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Kovitz Investment Group’s iShares Russell 1000 ETF IWB Stock Holding History

Kovitz Investment 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
2015
Q3 		– Sell
-2,231
Closed -$259K – 104
2015
Q2 		$259K Hold
2,231
– – 0.01% 102
2015
Q1 		$258K Buy
+2,231
New +$258K 0.01% 101
2014
Q2 		– Sell
-2,945
Closed -$257K – 116
2014
Q1 		$257K Buy
+2,945
New +$303K 0.01% 101
2013
Q3 		– Sell
-2,828
Closed -$254K – 118
2013
Q2 		$254K Buy
+2,828
New +$253K 0.01% 106

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Kovitz Investment Group's IWB Position: Q3 2015 in Review

Kovitz Investment Group sold out of iShares Russell 1000 ETF (IWB) in Q3 2015, closing a stake of 2,231 shares — an estimated $259K sold.

Kovitz Investment Group first reported a position in IWB in Q2 2013 and held it in 4 quarters. The position peaked at $259K in Q2 2015. 385 funds tracked by Wall St. Rank hold IWB as of Q3 2015.

  • Kovitz Investment Group reported no remaining iShares Russell 1000 ETF position as of Q3 2015 after selling out during the quarter.
  • Kovitz Investment Group sold 2,231 iShares Russell 1000 ETF shares in Q3 2015, an estimated $259K.
  • Kovitz Investment Group first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 4 quarters.
  • Kovitz Investment Group's iShares Russell 1000 ETF position peaked at $259K in Q2 2015.
  • 385 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2015.

Based on Kovitz Investment Group's 13F filing for Q3 2015, filed 7 Dec 2015.