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Pinnacle Summer Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		– Sell
-1,100
Closed -$118K – 899
2015
Q3 		$118K Buy
+1,100
New +$125K 0.02% 355
2015
Q2 		– Sell
-1,100
Closed -$127K – 842
2015
Q1 		$127K Hold
1,100
– – 0.02% 359
2014
Q4 		$126K Hold
1,100
– – 0.02% 375
2014
Q3 		$121K Hold
1,100
– – 0.01% 392
2014
Q2 		$121K Hold
1,100
– – 0.01% 365
2014
Q1 		$116K Hold
1,100
– – 0.01% 337
2013
Q4 		$113K Hold
1,100
– – 0.02% 336
2013
Q3 		$104K Hold
1,100
– – 0.02% 322
2013
Q2 		$99K Buy
+1,100
New +$98.5K 0.02% 282

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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

Pinnacle Summer Investments's IWB Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of iShares Russell 1000 ETF (IWB) in Q4 2015, closing a stake of 1,100 shares — an estimated $118K sold.

Pinnacle Summer Investments first reported a position in IWB in Q2 2013 and held it in 9 quarters. The position peaked at $127K in Q1 2015. 418 funds tracked by Wall St. Rank hold IWB as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining iShares Russell 1000 ETF position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 1,100 iShares Russell 1000 ETF shares in Q4 2015, an estimated $118K.
  • Pinnacle Summer Investments first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's iShares Russell 1000 ETF position peaked at $127K in Q1 2015.
  • 418 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.