Mader & Shannon Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Mader & Shannon Wealth Management’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	-242,734	Closed	-$31.9M	–	18
2017 Q1	$31.9M	Buy	242,734 +186,157	+329%	+$24.1M	22.86%	2
2016 Q4	$7.04M	Sell	56,577 -113,211	-67%	-$13.8M	5.85%	7
2016 Q3	$20.5M	Buy	+169,788	New	+$20.4M	15.55%	2
2016 Q2	–	Sell	-198,094	Closed	-$22.6M	–	8
2016 Q1	$22.6M	Buy	+198,094	New	+$21.4M	15.27%	3

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

Mader & Shannon Wealth Management's IWB Position: Q2 2017 in Review

Mader & Shannon Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2017, closing a stake of 242,734 shares — an estimated $31.9M sold.

Mader & Shannon Wealth Management first reported a position in IWB in Q1 2016 and held it in 4 quarters. The position peaked at $31.9M in Q1 2017. 519 funds tracked by Wall St. Rank hold IWB as of Q2 2017.

Mader & Shannon Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q2 2017 after selling out during the quarter.
Mader & Shannon Wealth Management sold 242,734 iShares Russell 1000 ETF shares in Q2 2017, an estimated $31.9M.
Mader & Shannon Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2016 and held it in 4 quarters.
Mader & Shannon Wealth Management's iShares Russell 1000 ETF position peaked at $31.9M in Q1 2017.
519 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2017.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.