Lodestar Investment Counsel’s iShares Russell 1000 ETF IWB Stock Holding History

Lodestar Investment Counsel’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	$699K	Hold	4,295	–	–	0.07%	113
2019 Q1	$676K	Buy	4,295 +20	+0.5%	+$3.02K	0.07%	115
2018 Q4	$593K	Hold	4,275	–	–	0.07%	117
2018 Q3	$691K	Hold	4,275	–	–	0.07%	116
2018 Q2	$650K	Hold	4,275	–	–	0.08%	120
2018 Q1	$628K	Hold	4,275	–	–	0.07%	114
2017 Q4	$635K	Hold	4,275	–	–	0.07%	111
2017 Q3	$598K	Hold	4,275	–	–	0.07%	110
2017 Q2	$578K	Hold	4,275	–	–	0.07%	107
2017 Q1	$561K	Sell	4,275 -300	-7%	-$38.9K	0.07%	110
2016 Q4	$569K	Hold	4,575	–	–	0.08%	107
2016 Q3	$551K	Hold	4,575	–	–	0.08%	108
2016 Q2	$535K	Buy	4,575 +25	+0.5%	+$2.88K	0.08%	108
2016 Q1	$519K	Hold	4,550	–	–	0.07%	109
2015 Q4	$516K	Hold	4,550	–	–	0.08%	100
2015 Q3	$487K	Buy	4,550 +275	+6%	+$31.2K	0.08%	98
2015 Q2	$496K	Hold	4,275	–	–	0.08%	102
2015 Q1	$495K	Buy	+4,275	New	+$494K	0.08%	102

Other funds holding IWB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Lodestar Investment Counsel's IWB Position: Q2 2019 in Review

Lodestar Investment Counsel held its iShares Russell 1000 ETF (IWB) position steady in Q2 2019 at 4,295 shares worth $699K. The position accounts for 0.07% of the portfolio, ranked #113.

Lodestar Investment Counsel first reported a position in IWB in Q1 2015 and has held it in 18 quarters since. 699 funds tracked by Wall St. Rank hold IWB as of Q2 2019.

Lodestar Investment Counsel held 4,295 shares of iShares Russell 1000 ETF worth $699K as of Q2 2019.
Lodestar Investment Counsel left its iShares Russell 1000 ETF share count unchanged in Q2 2019.
iShares Russell 1000 ETF made up 0.07% of Lodestar Investment Counsel's portfolio in Q2 2019, its #113 holding.
Lodestar Investment Counsel first reported a position in iShares Russell 1000 ETF in Q1 2015 and has held it in 18 quarters since.
699 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.