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Royal Fund Management’s iShares Russell 1000 ETF IWB Stock Holding History

Royal Fund 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
2018
Q1 		– Sell
-89
Closed -$13K – 606
2017
Q4 		$13K Buy
+89
New +$12.9K ﹤0.01% 339
2017
Q2 		– Sell
-49
Closed -$6K – 478
2017
Q1 		$6K Buy
+49
New +$6.35K ﹤0.01% 301

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Royal Fund Management's IWB Position: Q1 2018 in Review

Royal Fund Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2018, closing a stake of 89 shares — an estimated $13K sold.

Royal Fund Management first reported a position in IWB in Q1 2017 and held it in 2 quarters. The position peaked at $13K in Q4 2017. 621 funds tracked by Wall St. Rank hold IWB as of Q1 2018.

  • Royal Fund Management reported no remaining iShares Russell 1000 ETF position as of Q1 2018 after selling out during the quarter.
  • Royal Fund Management sold 89 iShares Russell 1000 ETF shares in Q1 2018, an estimated $13K.
  • Royal Fund Management first reported a position in iShares Russell 1000 ETF in Q1 2017 and held it in 2 quarters.
  • Royal Fund Management's iShares Russell 1000 ETF position peaked at $13K in Q4 2017.
  • 621 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2018.

Based on Royal Fund Management's 13F filing for Q1 2018, filed 7 May 2020.