LYV
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Live Your Vision’s iShares Russell 1000 ETF IWB Stock Holding History

Live Your Vision’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
Q4 		– Sell
-116
Closed -$12K – 181
2015
Q3 		$12K Buy
+116
New +$13.2K 0.01% 169

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Live Your Vision's IWB Position: Q4 2015 in Review

Live Your Vision sold out of iShares Russell 1000 ETF (IWB) in Q4 2015, closing a stake of 116 shares — an estimated $12K sold.

Live Your Vision first reported a position in IWB in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 416 funds tracked by Wall St. Rank hold IWB as of Q4 2015.

  • Live Your Vision reported no remaining iShares Russell 1000 ETF position as of Q4 2015 after selling out during the quarter.
  • Live Your Vision sold 116 iShares Russell 1000 ETF shares in Q4 2015, an estimated $12K.
  • Live Your Vision first reported a position in iShares Russell 1000 ETF in Q3 2015 and held it in 1 quarter.
  • Live Your Vision's iShares Russell 1000 ETF position peaked at $12K in Q3 2015.
  • 416 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2015.

Based on Live Your Vision's 13F filing for Q4 2015, filed 27 Jan 2016.