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WealthTrust-Arizona’s iShares Russell 1000 ETF IWB Stock Holding History

WealthTrust-Arizona’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 		– Sell
-153
Closed -$23K – 704
2018
Q2 		$23K Buy
+153
New +$23.1K 0.01% 240

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
M&T Bank
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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

WealthTrust-Arizona's IWB Position: Q3 2018 in Review

WealthTrust-Arizona sold out of iShares Russell 1000 ETF (IWB) in Q3 2018, closing a stake of 153 shares — an estimated $23K sold.

WealthTrust-Arizona first reported a position in IWB in Q2 2018 and held it in 1 quarter. The position peaked at $23K in Q2 2018. 634 funds tracked by Wall St. Rank hold IWB as of Q3 2018.

  • WealthTrust-Arizona reported no remaining iShares Russell 1000 ETF position as of Q3 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 153 iShares Russell 1000 ETF shares in Q3 2018, an estimated $23K.
  • WealthTrust-Arizona first reported a position in iShares Russell 1000 ETF in Q2 2018 and held it in 1 quarter.
  • WealthTrust-Arizona's iShares Russell 1000 ETF position peaked at $23K in Q2 2018.
  • 634 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2018.

Based on WealthTrust-Arizona's 13F filing for Q3 2018, filed 17 Oct 2018.