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SII Investments’s iShares Russell 1000 ETF IWB Stock Holding History

SII Investments’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
Q1 		– Sell
-1,987
Closed -$247K – 620
2016
Q4 		$247K Buy
1,987
+253
+15% +$30.8K 0.02% 494
2016
Q3 		$208K Sell
1,734
-950
-35% -$114K 0.02% 538
2016
Q2 		$314K Sell
2,684
-883
-25% -$102K 0.03% 423
2016
Q1 		$407K Buy
3,567
+1,381
+63% +$149K 0.04% 360
2015
Q4 		$245K Sell
2,186
-1,484
-40% -$170K 0.03% 378
2015
Q3 		$394K Sell
3,670
-2,748
-43% -$312K 0.05% 333
2015
Q2 		$755K Sell
6,418
-250
-4% -$29.5K 0.09% 212
2015
Q1 		$785K Sell
6,668
-1,100
-14% -$127K 0.09% 201
2014
Q4 		$871K Sell
7,768
-958
-11% -$107K 0.11% 179
2014
Q3 		$960K Sell
8,726
-100
-1% -$11.1K 0.13% 176
2014
Q2 		$972K Sell
8,826
-100
-1% -$10.6K 0.14% 168
2014
Q1 		$891K Hold
8,926
– – 0.17% 151
2013
Q4 		$907K Hold
8,926
– – 0.16% 158
2013
Q3 		$820K Hold
8,926
– – 0.19% 133
2013
Q2 		$802K Buy
+8,926
New +$799K 0.17% 154

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

SII Investments's IWB Position: Q1 2017 in Review

SII Investments sold out of iShares Russell 1000 ETF (IWB) in Q1 2017, closing a stake of 1,987 shares — an estimated $247K sold.

SII Investments first reported a position in IWB in Q2 2013 and held it in 15 quarters. The position peaked at $972K in Q2 2014. 506 funds tracked by Wall St. Rank hold IWB as of Q1 2017.

  • SII Investments reported no remaining iShares Russell 1000 ETF position as of Q1 2017 after selling out during the quarter.
  • SII Investments sold 1,987 iShares Russell 1000 ETF shares in Q1 2017, an estimated $247K.
  • SII Investments first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 15 quarters.
  • SII Investments's iShares Russell 1000 ETF position peaked at $972K in Q2 2014.
  • 506 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2017.

Based on SII Investments's 13F filing for Q1 2017, filed 15 May 2017.