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Polaris Wealth Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Polaris Wealth Advisory Group’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
-253
Closed -$41K – 299
2018
Q3 		$41K Buy
+253
New +$40.2K ﹤0.01% 265
2018
Q2 		– Sell
-253
Closed -$37K – 340
2018
Q1 		$37K Buy
+253
New +$38.4K ﹤0.01% 240

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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 $424B AUM 22.9% 1-Year Est. Return

Polaris Wealth Advisory Group's IWB Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of iShares Russell 1000 ETF (IWB) in Q4 2018, closing a stake of 253 shares — an estimated $41K sold.

Polaris Wealth Advisory Group first reported a position in IWB in Q1 2018 and held it in 2 quarters. The position peaked at $41K in Q3 2018. 702 funds tracked by Wall St. Rank hold IWB as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining iShares Russell 1000 ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 253 iShares Russell 1000 ETF shares in Q4 2018, an estimated $41K.
  • Polaris Wealth Advisory Group first reported a position in iShares Russell 1000 ETF in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's iShares Russell 1000 ETF position peaked at $41K in Q3 2018.
  • 702 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.