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Strid Group’s iShares Russell 1000 ETF IWB Stock Holding History

Strid Group’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
2016
Q3 		– Sell
-5,183
Closed -$606K – 40
2016
Q2 		$606K Hold
5,183
– – 0.25% 19
2016
Q1 		$591K Hold
5,183
– – 0.38% 16
2015
Q4 		$587K Buy
+5,183
New +$593K 0.25% 24

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strid Group's IWB Position: Q3 2016 in Review

Strid Group sold out of iShares Russell 1000 ETF (IWB) in Q3 2016, closing a stake of 5,183 shares — an estimated $606K sold.

Strid Group first reported a position in IWB in Q4 2015 and held it in 3 quarters. The position peaked at $606K in Q2 2016. 458 funds tracked by Wall St. Rank hold IWB as of Q3 2016.

  • Strid Group reported no remaining iShares Russell 1000 ETF position as of Q3 2016 after selling out during the quarter.
  • Strid Group sold 5,183 iShares Russell 1000 ETF shares in Q3 2016, an estimated $606K.
  • Strid Group first reported a position in iShares Russell 1000 ETF in Q4 2015 and held it in 3 quarters.
  • Strid Group's iShares Russell 1000 ETF position peaked at $606K in Q2 2016.
  • 458 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2016.

Based on Strid Group's 13F filing for Q3 2016, filed 8 Nov 2016.