SteelBridge Private Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

SteelBridge Private 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
2017 Q3	–	Sell	-2,620	Closed	-$354K	–	45
2017 Q2	$354K	Hold	2,620	–	–	0.5%	47
2017 Q1	$344K	Hold	2,620	–	–	0.52%	44
2016 Q4	$332K	Hold	2,620	–	–	0.52%	42
2016 Q3	$316K	Hold	2,620	–	–	0.92%	25
2016 Q2	$315K	Buy	+2,620	New	+$302K	0.95%	24

Other funds holding IWB

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SteelBridge Private Wealth Advisors's IWB Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2017, closing a stake of 2,620 shares — an estimated $354K sold.

SteelBridge Private Wealth Advisors first reported a position in IWB in Q2 2016 and held it in 5 quarters. The position peaked at $354K in Q2 2017. 525 funds tracked by Wall St. Rank hold IWB as of Q3 2017.

SteelBridge Private Wealth Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2017 after selling out during the quarter.
SteelBridge Private Wealth Advisors sold 2,620 iShares Russell 1000 ETF shares in Q3 2017, an estimated $354K.
SteelBridge Private Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q2 2016 and held it in 5 quarters.
SteelBridge Private Wealth Advisors's iShares Russell 1000 ETF position peaked at $354K in Q2 2017.
525 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.