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Paradigm Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Paradigm Financial 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
2014
Q2 		– Sell
-448
Closed -$47K – 135
2014
Q1 		$47K Hold
448
– – 0.04% 121
2013
Q4 		$46K Buy
+448
New +$44.3K 0.05% 139

Other funds holding IWB

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Paradigm Financial Advisors's IWB Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2014, closing a stake of 448 shares — an estimated $47K sold.

Paradigm Financial Advisors first reported a position in IWB in Q4 2013 and held it in 2 quarters. The position peaked at $47K in Q1 2014. 332 funds tracked by Wall St. Rank hold IWB as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 448 iShares Russell 1000 ETF shares in Q2 2014, an estimated $47K.
  • Paradigm Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's iShares Russell 1000 ETF position peaked at $47K in Q1 2014.
  • 332 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.