Vantage Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Vantage Investment Advisors’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 Q3	$169K	Hold	1,042	–	–	0.04%	165
2018 Q2	$158K	Hold	1,042	–	–	0.04%	165
2018 Q1	$153K	Hold	1,042	–	–	0.04%	158
2017 Q4	$155K	Hold	1,042	–	–	0.04%	166
2017 Q3	$146K	Hold	1,042	–	–	0.04%	158
2017 Q2	$141K	Hold	1,042	–	–	0.04%	151
2017 Q1	$137K	Hold	1,042	–	–	0.05%	147
2016 Q4	$130K	Hold	1,042	–	–	0.05%	143
2016 Q3	$126K	Sell	1,042 -605	-37%	-$72.7K	0.06%	142
2016 Q2	$193K	Buy	1,647 +850	+107%	+$98K	0.08%	127
2016 Q1	$91K	Hold	797	–	–	0.04%	178
2015 Q4	$90K	Hold	797	–	–	0.05%	171
2015 Q3	$85K	Buy	797 +192	+32%	+$21.8K	0.05%	171
2015 Q2	$70K	Sell	605 -605	-50%	-$71.3K	0.04%	206
2015 Q1	$140K	Buy	1,210 +605	+100%	+$69.9K	0.04%	197
2014 Q4	$69K	Buy	+605	New	+$67.8K	0.04%	206

Other funds holding IWB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Vantage Investment Advisors's IWB Position: Q3 2018 in Review

Vantage Investment Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q3 2018 at 1,042 shares worth $169K. The position accounts for 0.04% of the portfolio, ranked #165.

Vantage Investment Advisors first reported a position in IWB in Q4 2014 and has held it in 16 quarters since. The position peaked at $193K in Q2 2016. 634 funds tracked by Wall St. Rank hold IWB as of Q3 2018.

Vantage Investment Advisors held 1,042 shares of iShares Russell 1000 ETF worth $169K as of Q3 2018.
Vantage Investment Advisors left its iShares Russell 1000 ETF share count unchanged in Q3 2018.
iShares Russell 1000 ETF made up 0.04% of Vantage Investment Advisors's portfolio in Q3 2018, its #165 holding.
Vantage Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 16 quarters since.
Vantage Investment Advisors's iShares Russell 1000 ETF position peaked at $193K in Q2 2016.
634 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.