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

Triangle Securities 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
2013
Q3 		– Sell
-230
Closed -$21K – 254
2013
Q2 		$21K Buy
+230
New +$20.6K 0.02% 372

Other funds holding IWB

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 $202B AUM 37.79% 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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Triangle Securities Wealth Management's IWB Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2013, closing a stake of 230 shares — an estimated $21K sold.

Triangle Securities Wealth Management first reported a position in IWB in Q2 2013 and held it in 1 quarter. The position peaked at $21K in Q2 2013. 280 funds tracked by Wall St. Rank hold IWB as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 230 iShares Russell 1000 ETF shares in Q3 2013, an estimated $21K.
  • Triangle Securities Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's iShares Russell 1000 ETF position peaked at $21K in Q2 2013.
  • 280 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.