MWM
IWB icon

Merriman Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Merriman 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
2014
Q3 		– Sell
-61,540
Closed -$6.78M – 45
2014
Q2 		$6.78M Sell
61,540
-1,052
-2% -$112K 6.84% 5
2014
Q1 		$6.58M Buy
+62,592
New +$6.44M 6.81% 6

Other funds holding IWB

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Merriman Wealth Management's IWB Position: Q3 2014 in Review

Merriman Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2014, closing a stake of 61,540 shares — an estimated $6.78M sold.

Merriman Wealth Management first reported a position in IWB in Q1 2014 and held it in 2 quarters. The position peaked at $6.78M in Q2 2014. 335 funds tracked by Wall St. Rank hold IWB as of Q3 2014.

  • Merriman Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q3 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 61,540 iShares Russell 1000 ETF shares in Q3 2014, an estimated $6.78M.
  • Merriman Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2014 and held it in 2 quarters.
  • Merriman Wealth Management's iShares Russell 1000 ETF position peaked at $6.78M in Q2 2014.
  • 335 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2014.

Based on Merriman Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.