SGAM
IWB icon

Steinberg Global Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Steinberg Global Asset Management’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 		$571K Hold
3,630
– – 0.09% 175
2018
Q4 		$503K Buy
3,630
+1,300
+56% +$194K 0.09% 165
2018
Q3 		$377K Buy
+2,330
New +$370K 0.05% 197

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

Steinberg Global Asset Management's IWB Position: Q1 2019 in Review

Steinberg Global Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2019 at 3,630 shares worth $571K. The position accounts for 0.09% of the portfolio, ranked #175.

Steinberg Global Asset Management first reported a position in IWB in Q3 2018 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold IWB as of Q1 2019.

  • Steinberg Global Asset Management held 3,630 shares of iShares Russell 1000 ETF worth $571K as of Q1 2019.
  • Steinberg Global Asset Management left its iShares Russell 1000 ETF share count unchanged in Q1 2019.
  • iShares Russell 1000 ETF made up 0.09% of Steinberg Global Asset Management's portfolio in Q1 2019, its #175 holding.
  • Steinberg Global Asset Management first reported a position in iShares Russell 1000 ETF in Q3 2018 and has held it in 3 quarters since.
  • 690 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2019.

Based on Steinberg Global Asset Management's 13F filing for Q1 2019, filed 15 Apr 2019.