SI
IWB icon

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 $5.7T 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return