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

Optimum 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
2018
Q4 		– Sell
-25
Closed -$4K – 994
2018
Q3 		$4K Hold
25
– – ﹤0.01% 933
2018
Q2 		$4K Buy
+25
New +$3.77K ﹤0.01% 950
2015
Q1 		$7K Hold
60
– – ﹤0.01% 839
2014
Q4 		$7K Hold
60
– – ﹤0.01% 882
2014
Q3 		$7K Hold
60
– – ﹤0.01% 800
2014
Q2 		$7K Sell
60
-55
-48% -$5.85K ﹤0.01% 816
2014
Q1 		$12K Sell
115
-51
-31% -$5.25K ﹤0.01% 574
2013
Q4 		$17K Buy
166
+51
+44% +$5.04K 0.01% 545
2013
Q3 		$11K Buy
+115
New +$10.7K ﹤0.01% 573

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Optimum Investment Advisors's IWB Position: Q4 2018 in Review

Optimum Investment Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2018, closing a stake of 25 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in IWB in Q3 2013 and held it in 9 quarters. The position peaked at $17K in Q4 2013. 701 funds tracked by Wall St. Rank hold IWB as of Q4 2018.

  • Optimum Investment Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 25 iShares Russell 1000 ETF shares in Q4 2018, an estimated $4K.
  • Optimum Investment Advisors first reported a position in iShares Russell 1000 ETF in Q3 2013 and held it in 9 quarters.
  • Optimum Investment Advisors's iShares Russell 1000 ETF position peaked at $17K in Q4 2013.
  • 701 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.