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Sound View Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Sound View Wealth 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
2019
Q1 		$1.35M Buy
8,580
+58
+0.7% +$8.77K 0.42% 71
2018
Q4 		$1.18M Buy
+8,522
New +$1.27M 0.43% 69

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Sound View Wealth Advisors's IWB Position: Q1 2019 in Review

Sound View Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.68% in Q1 2019, buying an estimated $8.77K and bringing the position to 8,580 shares worth $1.35M. The position accounts for 0.42% of the portfolio, ranked #71.

Sound View Wealth Advisors first reported a position in IWB in Q4 2018 and has held it in 2 quarters since. 690 funds tracked by Wall St. Rank hold IWB as of Q1 2019.

  • Sound View Wealth Advisors held 8,580 shares of iShares Russell 1000 ETF worth $1.35M as of Q1 2019.
  • Sound View Wealth Advisors bought 58 iShares Russell 1000 ETF shares in Q1 2019, an estimated $8.77K.
  • iShares Russell 1000 ETF made up 0.42% of Sound View Wealth Advisors's portfolio in Q1 2019, its #71 holding.
  • Sound View Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 2 quarters since.
  • 690 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.