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Ogorek Anthony Joseph’s iShares Russell 1000 ETF IWB Stock Holding History

Ogorek Anthony Joseph’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
2016
Q1 		– Sell
-809
Closed -$92K – 71
2015
Q4 		$92K Buy
809
+22
+3% +$2.52K 0.08% 25
2015
Q3 		$84K Buy
787
+16
+2% +$1.82K 0.07% 24
2015
Q2 		$89K Buy
771
+224
+41% +$26.4K 0.07% 24
2015
Q1 		$63K Buy
547
+13
+2% +$1.5K 0.04% 27
2014
Q4 		$61K Buy
+534
New +$59.9K 0.05% 27

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ogorek Anthony Joseph's IWB Position: Q1 2016 in Review

Ogorek Anthony Joseph sold out of iShares Russell 1000 ETF (IWB) in Q1 2016, closing a stake of 809 shares — an estimated $92K sold.

Ogorek Anthony Joseph first reported a position in IWB in Q4 2014 and held it in 5 quarters. The position peaked at $92K in Q4 2015. 434 funds tracked by Wall St. Rank hold IWB as of Q1 2016.

  • Ogorek Anthony Joseph reported no remaining iShares Russell 1000 ETF position as of Q1 2016 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 809 iShares Russell 1000 ETF shares in Q1 2016, an estimated $92K.
  • Ogorek Anthony Joseph first reported a position in iShares Russell 1000 ETF in Q4 2014 and held it in 5 quarters.
  • Ogorek Anthony Joseph's iShares Russell 1000 ETF position peaked at $92K in Q4 2015.
  • 434 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2016.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2016, filed 4 May 2016.