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Lynch & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Lynch & Associates’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
2016
Q2 		– Sell
-1,810
Closed -$206K – 112
2016
Q1 		$206K Sell
1,810
-622
-26% -$67.2K 0.1% 104
2015
Q4 		$276K Buy
+2,432
New +$278K 0.14% 93

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lynch & Associates's IWB Position: Q2 2016 in Review

Lynch & Associates sold out of iShares Russell 1000 ETF (IWB) in Q2 2016, closing a stake of 1,810 shares — an estimated $206K sold.

Lynch & Associates first reported a position in IWB in Q4 2015 and held it in 2 quarters. The position peaked at $276K in Q4 2015. 445 funds tracked by Wall St. Rank hold IWB as of Q2 2016.

  • Lynch & Associates reported no remaining iShares Russell 1000 ETF position as of Q2 2016 after selling out during the quarter.
  • Lynch & Associates sold 1,810 iShares Russell 1000 ETF shares in Q2 2016, an estimated $206K.
  • Lynch & Associates first reported a position in iShares Russell 1000 ETF in Q4 2015 and held it in 2 quarters.
  • Lynch & Associates's iShares Russell 1000 ETF position peaked at $276K in Q4 2015.
  • 445 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2016.

Based on Lynch & Associates's 13F filing for Q2 2016, filed 20 Jul 2016.