SWS Partners’s iShares Russell 1000 ETF IWB Stock Holding History

SWS Partners’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 Q2	–	Sell	-32	Closed	-$5K	–	204
2018 Q1	$5K	Hold	32	–	–	﹤0.01%	312
2017 Q4	$5K	Buy	+32	New	+$4.63K	﹤0.01%	323

Other funds holding IWB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

SWS Partners's IWB Position: Q2 2018 in Review

SWS Partners sold out of iShares Russell 1000 ETF (IWB) in Q2 2018, closing a stake of 32 shares — an estimated $5K sold.

SWS Partners first reported a position in IWB in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 620 funds tracked by Wall St. Rank hold IWB as of Q2 2018.

SWS Partners reported no remaining iShares Russell 1000 ETF position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 32 iShares Russell 1000 ETF shares in Q2 2018, an estimated $5K.
SWS Partners first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 2 quarters.
SWS Partners's iShares Russell 1000 ETF position peaked at $5K in Q1 2018.
620 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.