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Vickerman & Driscoll Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Vickerman & Driscoll Financial 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
Q4 		– Sell
-364
Closed -$59K – 85
2018
Q3 		$59K Sell
364
-151
-29% -$24K 0.04% 82
2018
Q2 		$78K Sell
515
-7
-1% -$1.05K 0.06% 76
2018
Q1 		$77K Hold
522
– – 0.06% 80
2017
Q4 		$78K Buy
+522
New +$75.6K 0.06% 73

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IWB Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2018, closing a stake of 364 shares — an estimated $59K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IWB in Q4 2017 and held it in 4 quarters. The position peaked at $78K in Q2 2018. 702 funds tracked by Wall St. Rank hold IWB as of Q4 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 364 iShares Russell 1000 ETF shares in Q4 2018, an estimated $59K.
  • Vickerman & Driscoll Financial Advisors first reported a position in iShares Russell 1000 ETF in Q4 2017 and held it in 4 quarters.
  • Vickerman & Driscoll Financial Advisors's iShares Russell 1000 ETF position peaked at $78K in Q2 2018.
  • 702 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.