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Portfolio Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Portfolio Solutions’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
2017
Q2 		– Sell
-362
Closed -$48.3K – 188
2017
Q1 		$48K Buy
+362
New +$46.9K 0.01% 63

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Portfolio Solutions's IWB Position: Q2 2017 in Review

Portfolio Solutions sold out of iShares Russell 1000 ETF (IWB) in Q2 2017, closing a stake of 362 shares — an estimated $48.3K sold.

Portfolio Solutions first reported a position in IWB in Q1 2017 and held it in 1 quarter. The position peaked at $48K in Q1 2017. 519 funds tracked by Wall St. Rank hold IWB as of Q2 2017.

  • Portfolio Solutions reported no remaining iShares Russell 1000 ETF position as of Q2 2017 after selling out during the quarter.
  • Portfolio Solutions sold 362 iShares Russell 1000 ETF shares in Q2 2017, an estimated $48.3K.
  • Portfolio Solutions first reported a position in iShares Russell 1000 ETF in Q1 2017 and held it in 1 quarter.
  • Portfolio Solutions's iShares Russell 1000 ETF position peaked at $48K in Q1 2017.
  • 519 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2017.

Based on Portfolio Solutions's 13F filing for Q2 2017, filed 14 Jul 2017.