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National Planning Corporation’s iShares Russell 1000 ETF IWB Stock Holding History

National Planning Corporation’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
-7,624
Closed -$1.07M – 323
2017
Q3 		$1.07M Sell
7,624
-850
-10% -$117K 0.09% 221
2017
Q2 		$1.15M Sell
8,474
-1,244
-13% -$166K 0.09% 241
2017
Q1 		$1.27M Sell
9,718
-1,346
-12% -$174K 0.1% 201
2016
Q4 		$1.41M Buy
11,064
+103
+0.9% +$12.5K 0.11% 196
2016
Q3 		$1.3M Sell
10,961
-1,047
-9% -$126K 0.1% 200
2016
Q2 		$1.44M Buy
12,008
+1,281
+12% +$148K 0.11% 186
2016
Q1 		$1.23M Sell
10,727
-6,754
-39% -$730K 0.11% 193
2015
Q4 		$1.82M Buy
17,481
+7,244
+71% +$828K 0.15% 151
2015
Q3 		$1.2M Buy
10,237
+2,125
+26% +$241K 0.11% 190
2015
Q2 		$947K Sell
8,112
-81
-1% -$9.55K 0.09% 229
2015
Q1 		$958K Sell
8,193
-6,871
-46% -$793K 0.09% 216
2014
Q4 		$1.7M Buy
15,064
+814
+6% +$91.3K 0.12% 163
2014
Q3 		$1.56M Buy
14,250
+62
+0.4% +$6.85K 0.12% 169
2014
Q2 		$1.56M Sell
14,188
-685
-5% -$72.9K 0.12% 174
2014
Q1 		$1.57M Sell
14,873
-206
-1% -$21.2K 0.14% 155
2013
Q4 		$1.56M Buy
15,079
+461
+3% +$45.6K 0.14% 164
2013
Q3 		$1.39M Buy
14,618
+5,902
+68% +$552K 0.14% 166
2013
Q2 		$785K Buy
+8,716
New +$781K 0.1% 214

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $10B AUM 30.74% 1-Year Est. Return

National Planning Corporation's IWB Position: Q4 2017 in Review

National Planning Corporation sold out of iShares Russell 1000 ETF (IWB) in Q4 2017, closing a stake of 7,624 shares — an estimated $1.07M sold.

National Planning Corporation first reported a position in IWB in Q2 2013 and held it in 18 quarters. The position peaked at $1.82M in Q4 2015. 615 funds tracked by Wall St. Rank hold IWB as of Q4 2017.

  • National Planning Corporation reported no remaining iShares Russell 1000 ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 7,624 iShares Russell 1000 ETF shares in Q4 2017, an estimated $1.07M.
  • National Planning Corporation first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares Russell 1000 ETF position peaked at $1.82M in Q4 2015.
  • 615 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.