R & A Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

R & A Capital Management’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
2013 Q3	$980K	Hold	10,405	–	–	4.47%	7
2013 Q2	$936K	Buy	+10,405	New	+$932K	4.54%	7

Other funds holding IWB

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

R & A Capital Management's IWB Position: Q3 2013 in Review

R & A Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q3 2013 at 10,405 shares worth $980K. The position accounts for 4.47% of the portfolio, ranked #7.

R & A Capital Management first reported a position in IWB in Q2 2013 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold IWB as of Q3 2013.

R & A Capital Management held 10,405 shares of iShares Russell 1000 ETF worth $980K as of Q3 2013.
R & A Capital Management left its iShares Russell 1000 ETF share count unchanged in Q3 2013.
iShares Russell 1000 ETF made up 4.47% of R & A Capital Management's portfolio in Q3 2013, its #7 holding.
R & A Capital Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 2 quarters since.
280 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2013.

Based on R & A Capital Management's 13F filing for Q3 2013, filed 18 Oct 2013.