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Personal Financial Consultants’s iShares Russell 1000 ETF IWB Stock Holding History

Personal Financial Consultants’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
-7,439
Closed -$1.2M – 35
2018
Q3 		$1.2M Buy
+7,439
New +$1.18M 0.88% 17

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

Personal Financial Consultants's IWB Position: Q4 2018 in Review

Personal Financial Consultants sold out of iShares Russell 1000 ETF (IWB) in Q4 2018, closing a stake of 7,439 shares — an estimated $1.2M sold.

Personal Financial Consultants first reported a position in IWB in Q3 2018 and held it in 1 quarter. The position peaked at $1.2M in Q3 2018. 702 funds tracked by Wall St. Rank hold IWB as of Q4 2018.

  • Personal Financial Consultants reported no remaining iShares Russell 1000 ETF position as of Q4 2018 after selling out during the quarter.
  • Personal Financial Consultants sold 7,439 iShares Russell 1000 ETF shares in Q4 2018, an estimated $1.2M.
  • Personal Financial Consultants first reported a position in iShares Russell 1000 ETF in Q3 2018 and held it in 1 quarter.
  • Personal Financial Consultants's iShares Russell 1000 ETF position peaked at $1.2M in Q3 2018.
  • 702 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2018.

Based on Personal Financial Consultants's 13F filing for Q4 2018, filed 30 Jan 2019.