SE
IWB icon

Summit Equities’s iShares Russell 1000 ETF IWB Stock Holding History

Summit Equities’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
2018
Q3 		$1.66M Buy
10,262
+328
+3% +$52.1K 0.28% 13
2018
Q2 		$1.51M Buy
9,934
+470
+5% +$70.8K 0.26% 13
2018
Q1 		$1.39M Sell
9,464
-198
-2% -$30.1K 0.24% 13
2017
Q4 		$1.44M Sell
9,662
-1,353
-12% -$196K 0.24% 13
2017
Q3 		$1.54M Buy
+11,015
New +$1.51M 0.28% 12

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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 $4.65B AUM 15.85% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Summit Equities's IWB Position: Q3 2018 in Review

Summit Equities increased its iShares Russell 1000 ETF (IWB) stake by 3.3% in Q3 2018, buying an estimated $52.1K and bringing the position to 10,262 shares worth $1.66M. The position accounts for 0.28% of the portfolio, ranked #13.

Summit Equities first reported a position in IWB in Q3 2017 and has held it in 5 quarters since. 636 funds tracked by Wall St. Rank hold IWB as of Q3 2018.

  • Summit Equities held 10,262 shares of iShares Russell 1000 ETF worth $1.66M as of Q3 2018.
  • Summit Equities bought 328 iShares Russell 1000 ETF shares in Q3 2018, an estimated $52.1K.
  • iShares Russell 1000 ETF made up 0.28% of Summit Equities's portfolio in Q3 2018, its #13 holding.
  • Summit Equities first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 5 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.