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Tanglewood Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Tanglewood Wealth 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
2018
Q2 		– Sell
-1,553
Closed -$228K – 11
2018
Q1 		$228K Sell
1,553
-583
-27% -$88.6K 0.07% 11
2017
Q4 		$266K Buy
+2,136
New +$309K 0.08% 10

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
QI
QS Investors New York $8.47B AUM 30.71% 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
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Tanglewood Wealth Management's IWB Position: Q2 2018 in Review

Tanglewood Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2018, closing a stake of 1,553 shares — an estimated $228K sold.

Tanglewood Wealth Management first reported a position in IWB in Q4 2017 and held it in 2 quarters. The position peaked at $266K in Q4 2017. 622 funds tracked by Wall St. Rank hold IWB as of Q2 2018.

  • Tanglewood Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q2 2018 after selling out during the quarter.
  • Tanglewood Wealth Management sold 1,553 iShares Russell 1000 ETF shares in Q2 2018, an estimated $228K.
  • Tanglewood Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 2 quarters.
  • Tanglewood Wealth Management's iShares Russell 1000 ETF position peaked at $266K in Q4 2017.
  • 622 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2018.

Based on Tanglewood Wealth Management's 13F filing for Q2 2018, filed 3 Aug 2018.