Steel Grove Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Steel Grove Capital 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 Q4	–	Sell	-2,600	Closed	-$428K	–	124
2019 Q3	$428K	Hold	2,600	–	–	0.25%	87
2019 Q2	$423K	Hold	2,600	–	–	0.26%	84
2019 Q1	$409K	Hold	2,600	–	–	0.26%	86
2018 Q4	$361K	Hold	2,600	–	–	0.05%	229
2018 Q3	$422K	Hold	2,600	–	–	0.06%	219
2018 Q2	$395K	Buy	+2,600	New	+$392K	0.06%	212

Other funds holding IWB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Steel Grove Capital Advisors's IWB Position: Q4 2019 in Review

Steel Grove Capital Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2019, closing a stake of 2,600 shares — an estimated $428K sold.

Steel Grove Capital Advisors first reported a position in IWB in Q2 2018 and held it in 6 quarters. The position peaked at $428K in Q3 2019. 818 funds tracked by Wall St. Rank hold IWB as of Q4 2019.

Steel Grove Capital Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2019 after selling out during the quarter.
Steel Grove Capital Advisors sold 2,600 iShares Russell 1000 ETF shares in Q4 2019, an estimated $428K.
Steel Grove Capital Advisors first reported a position in iShares Russell 1000 ETF in Q2 2018 and held it in 6 quarters.
Steel Grove Capital Advisors's iShares Russell 1000 ETF position peaked at $428K in Q3 2019.
818 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.