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Mountain Capital Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-50
Closed -$7K – 219
2017
Q3 		$7K Hold
50
– – 0.01% 316
2017
Q2 		$7K Buy
+50
New +$6.67K 0.01% 339

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Mountain Capital Investment Advisors's IWB Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2017, closing a stake of 50 shares — an estimated $7K sold.

Mountain Capital Investment Advisors first reported a position in IWB in Q2 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 615 funds tracked by Wall St. Rank hold IWB as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 50 iShares Russell 1000 ETF shares in Q4 2017, an estimated $7K.
  • Mountain Capital Investment Advisors first reported a position in iShares Russell 1000 ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares Russell 1000 ETF position peaked at $7K in Q3 2017.
  • 615 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.