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Pension Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Pension Partners’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
Q4 		– Sell
-265,590
Closed -$29.2M – 13
2014
Q3 		$29.2M Buy
+265,590
New +$29.4M 25.53% 3

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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Pension Partners's IWB Position: Q4 2014 in Review

Pension Partners sold out of iShares Russell 1000 ETF (IWB) in Q4 2014, closing a stake of 265,590 shares — an estimated $29.2M sold.

Pension Partners first reported a position in IWB in Q3 2014 and held it in 1 quarter. The position peaked at $29.2M in Q3 2014. 379 funds tracked by Wall St. Rank hold IWB as of Q4 2014.

  • Pension Partners reported no remaining iShares Russell 1000 ETF position as of Q4 2014 after selling out during the quarter.
  • Pension Partners sold 265,590 iShares Russell 1000 ETF shares in Q4 2014, an estimated $29.2M.
  • Pension Partners first reported a position in iShares Russell 1000 ETF in Q3 2014 and held it in 1 quarter.
  • Pension Partners's iShares Russell 1000 ETF position peaked at $29.2M in Q3 2014.
  • 379 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2014.

Based on Pension Partners's 13F filing for Q4 2014, filed 3 Feb 2015.