SAC
IWB icon

Smith Affiliated Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Smith Affiliated Capital’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
Q3 		– Hold
0
– – – 34
2017
Q2 		– Hold
0
– – – 3
2017
Q1 		– Hold
0
– – – 3
2016
Q4 		– Hold
0
– – – 3
2016
Q3 		– Hold
0
– – – 3
2016
Q2 		– Hold
0
– – – 3
2016
Q1 		– Hold
0
– – – 3
2015
Q4 		– Hold
0
– – – 3
2015
Q3 		– Hold
0
– – – 3
2015
Q2 		– Hold
0
– – – 3
2015
Q1 		– Hold
0
– – – 3
2014
Q4 		– Hold
0
– – – 3
2014
Q3 		– Hold
0
– – – 3
2014
Q2 		– Hold
0
– – – 51
2014
Q1 		– Hold
0
– – – 3
2013
Q4 		– Hold
0
– – – 3
2013
Q3 		– Hold
0
– – – 4
2013
Q2 		– Hold
0
– – – 3

Other funds holding IWB

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return