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TD Ameritrade Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

TD Ameritrade Investment 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
2014
Q2 		– Sell
-132
Closed -$14K – 97
2014
Q1 		$14K Sell
132
-50
-27% -$5.14K ﹤0.01% 102
2013
Q4 		$19K Sell
182
-271
-60% -$26.8K ﹤0.01% 91
2013
Q3 		$43K Buy
453
+387
+586% +$36.2K ﹤0.01% 84
2013
Q2 		$6K Buy
+66
New +$5.91K ﹤0.01% 106

Other funds holding IWB

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

TD Ameritrade Investment Management's IWB Position: Q2 2014 in Review

TD Ameritrade Investment Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2014, closing a stake of 132 shares — an estimated $14K sold.

TD Ameritrade Investment Management first reported a position in IWB in Q2 2013 and held it in 4 quarters. The position peaked at $43K in Q3 2013. 332 funds tracked by Wall St. Rank hold IWB as of Q2 2014.

  • TD Ameritrade Investment Management reported no remaining iShares Russell 1000 ETF position as of Q2 2014 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 132 iShares Russell 1000 ETF shares in Q2 2014, an estimated $14K.
  • TD Ameritrade Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 4 quarters.
  • TD Ameritrade Investment Management's iShares Russell 1000 ETF position peaked at $43K in Q3 2013.
  • 332 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2014.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.