Nancy E. Dempze’s iShares Russell 1000 ETF IWB Stock Holding History

Nancy E. Dempze’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	-1,900	Closed	-$266K	–	80
2017 Q3	$266K	Hold	1,900	–	–	0.37%	67
2017 Q2	$257K	Hold	1,900	–	–	0.37%	67
2017 Q1	$249K	Buy	+1,900	New	+$246K	0.38%	72

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Nancy E. Dempze's IWB Position: Q4 2017 in Review

Nancy E. Dempze sold out of iShares Russell 1000 ETF (IWB) in Q4 2017, closing a stake of 1,900 shares — an estimated $266K sold.

Nancy E. Dempze first reported a position in IWB in Q1 2017 and held it in 3 quarters. The position peaked at $266K in Q3 2017. 615 funds tracked by Wall St. Rank hold IWB as of Q4 2017.

Nancy E. Dempze reported no remaining iShares Russell 1000 ETF position as of Q4 2017 after selling out during the quarter.
Nancy E. Dempze sold 1,900 iShares Russell 1000 ETF shares in Q4 2017, an estimated $266K.
Nancy E. Dempze first reported a position in iShares Russell 1000 ETF in Q1 2017 and held it in 3 quarters.
Nancy E. Dempze's iShares Russell 1000 ETF position peaked at $266K in Q3 2017.
615 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2017.

Based on Nancy E. Dempze's 13F filing for Q4 2017, filed 2 Feb 2018.