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WealthShield’s iShares Russell 1000 ETF IWB Stock Holding History

WealthShield’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
2017
Q4 		$37K Buy
+249
New +$36.1K 0.02% 159

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

WealthShield's IWB Position: Q4 2017 in Review

WealthShield opened a new position in iShares Russell 1000 ETF (IWB) in Q4 2017: 249 shares worth $37K. The stake represents 0.02% of the portfolio and ranks #159 among its holdings.

615 funds tracked by Wall St. Rank hold IWB as of Q4 2017.

  • WealthShield held 249 shares of iShares Russell 1000 ETF worth $37K as of Q4 2017.
  • iShares Russell 1000 ETF was a new WealthShield position in Q4 2017.
  • iShares Russell 1000 ETF made up 0.02% of WealthShield's portfolio in Q4 2017, its #159 holding.
  • 615 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.