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

Torch 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
2014 Q3	–	Sell	-337	Closed	-$37K	–	171
2014 Q2	$37K	Hold	337	–	–	0.03%	176
2014 Q1	$35K	Hold	337	–	–	0.03%	183
2013 Q4	$35K	Buy	+337	New	+$33.3K	0.03%	158

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Torch Wealth Management's IWB Position: Q3 2014 in Review

Torch Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2014, closing a stake of 337 shares — an estimated $37K sold.

Torch Wealth Management first reported a position in IWB in Q4 2013 and held it in 3 quarters. The position peaked at $37K in Q2 2014. 336 funds tracked by Wall St. Rank hold IWB as of Q3 2014.

Torch Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q3 2014 after selling out during the quarter.
Torch Wealth Management sold 337 iShares Russell 1000 ETF shares in Q3 2014, an estimated $37K.
Torch Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2013 and held it in 3 quarters.
Torch Wealth Management's iShares Russell 1000 ETF position peaked at $37K in Q2 2014.
336 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.