Lawrence B. Cohen’s iShares Russell 1000 ETF IWB Stock Holding History

Lawrence B. Cohen’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 Q2	–	Sell	-2,000	Closed	-$263K	–	76
2017 Q1	$263K	Hold	2,000	–	–	0.16%	65
2016 Q4	$249K	Hold	2,000	–	–	0.15%	66
2016 Q3	$241K	Hold	2,000	–	–	0.14%	69
2016 Q2	$234K	Hold	2,000	–	–	0.14%	84
2016 Q1	$228K	Hold	2,000	–	–	0.15%	67
2015 Q4	$227K	Hold	2,000	–	–	0.15%	68
2015 Q3	$214K	Hold	2,000	–	–	0.15%	66
2015 Q2	$232K	Hold	2,000	–	–	0.15%	64
2015 Q1	$232K	Hold	2,000	–	–	0.14%	66
2014 Q4	$229K	Hold	2,000	–	–	0.14%	68
2014 Q3	$220K	Hold	2,000	–	–	0.15%	68
2014 Q2	$220K	Hold	2,000	–	–	0.14%	67
2014 Q1	$210K	Hold	2,000	–	–	0.15%	68
2013 Q4	$206K	Buy	+2,000	New	+$198K	0.15%	68

Other funds holding IWB

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

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

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

NMIFOAC

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

Lawrence B. Cohen's IWB Position: Q2 2017 in Review

Lawrence B. Cohen sold out of iShares Russell 1000 ETF (IWB) in Q2 2017, closing a stake of 2,000 shares — an estimated $263K sold.

Lawrence B. Cohen first reported a position in IWB in Q4 2013 and held it in 14 quarters. The position peaked at $263K in Q1 2017. 519 funds tracked by Wall St. Rank hold IWB as of Q2 2017.

Lawrence B. Cohen reported no remaining iShares Russell 1000 ETF position as of Q2 2017 after selling out during the quarter.
Lawrence B. Cohen sold 2,000 iShares Russell 1000 ETF shares in Q2 2017, an estimated $263K.
Lawrence B. Cohen first reported a position in iShares Russell 1000 ETF in Q4 2013 and held it in 14 quarters.
Lawrence B. Cohen's iShares Russell 1000 ETF position peaked at $263K in Q1 2017.
519 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2017.

Based on Lawrence B. Cohen's 13F filing for Q2 2017, filed 21 Jul 2017.