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SevenBridge Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

SevenBridge Financial 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
2019
Q3 		– Sell
-275
Closed -$45K – 361
2019
Q2 		$45K Hold
275
– – 0.02% 301
2019
Q1 		$43K Buy
+275
New +$41.6K 0.02% 259

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

SevenBridge Financial Group's IWB Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares Russell 1000 ETF (IWB) in Q3 2019, closing a stake of 275 shares — an estimated $45K sold.

SevenBridge Financial Group first reported a position in IWB in Q1 2019 and held it in 2 quarters. The position peaked at $45K in Q2 2019. 716 funds tracked by Wall St. Rank hold IWB as of Q3 2019.

  • SevenBridge Financial Group reported no remaining iShares Russell 1000 ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 275 iShares Russell 1000 ETF shares in Q3 2019, an estimated $45K.
  • SevenBridge Financial Group first reported a position in iShares Russell 1000 ETF in Q1 2019 and held it in 2 quarters.
  • SevenBridge Financial Group's iShares Russell 1000 ETF position peaked at $45K in Q2 2019.
  • 716 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.