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WFG Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

WFG 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
2017
Q2 		$23K Hold
173
– – 0.01% 911
2017
Q1 		$23K Buy
+173
New +$22.4K 0.01% 852
2014
Q1 		– Sell
-345
Closed -$36K – 2103
2013
Q4 		$36K Buy
345
+37
+12% +$3.66K 0.01% 1121
2013
Q3 		$29K Sell
308
-46
-13% -$4.3K ﹤0.01% 1116
2013
Q2 		$32K Buy
+354
New +$31.7K 0.01% 1047

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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

WFG Advisors's IWB Position: Q2 2017 in Review

WFG Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2017 at 173 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #911.

WFG Advisors first reported a position in IWB in Q2 2013 and has held it in 5 quarters since. The position peaked at $36K in Q4 2013. 519 funds tracked by Wall St. Rank hold IWB as of Q2 2017.

  • WFG Advisors held 173 shares of iShares Russell 1000 ETF worth $23K as of Q2 2017.
  • WFG Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2017.
  • iShares Russell 1000 ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #911 holding.
  • WFG Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 5 quarters since.
  • WFG Advisors's iShares Russell 1000 ETF position peaked at $36K in Q4 2013.
  • 519 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.