Simply Money Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Simply Money Advisors’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	–	Sell	-100	Closed	-$9K	–	237
2013 Q2	$9K	Buy	+100	New	+$8.96K	﹤0.01%	174

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

Simply Money Advisors's IWB Position: Q3 2013 in Review

Simply Money Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2013, closing a stake of 100 shares — an estimated $9K sold.

Simply Money Advisors first reported a position in IWB in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 280 funds tracked by Wall St. Rank hold IWB as of Q3 2013.

Simply Money Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 100 iShares Russell 1000 ETF shares in Q3 2013, an estimated $9K.
Simply Money Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's iShares Russell 1000 ETF position peaked at $9K in Q2 2013.
280 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.