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Thomaspartners’s iShares Russell 1000 ETF IWB Stock Holding History

Thomaspartners’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
2013
Q3 		– Sell
-1,327
Closed -$119K – 166
2013
Q2 		$119K Buy
+1,327
New +$119K ﹤0.01% 150

Other funds holding IWB

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thomaspartners's IWB Position: Q3 2013 in Review

Thomaspartners sold out of iShares Russell 1000 ETF (IWB) in Q3 2013, closing a stake of 1,327 shares — an estimated $119K sold.

Thomaspartners first reported a position in IWB in Q2 2013 and held it in 1 quarter. The position peaked at $119K in Q2 2013. 280 funds tracked by Wall St. Rank hold IWB as of Q3 2013.

  • Thomaspartners reported no remaining iShares Russell 1000 ETF position as of Q3 2013 after selling out during the quarter.
  • Thomaspartners sold 1,327 iShares Russell 1000 ETF shares in Q3 2013, an estimated $119K.
  • Thomaspartners first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 1 quarter.
  • Thomaspartners's iShares Russell 1000 ETF position peaked at $119K in Q2 2013.
  • 280 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2013.

Based on Thomaspartners's 13F filing for Q3 2013, filed 14 Nov 2013.