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White Mountains Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

White Mountains 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
2016
Q3 		– Sell
-84,400
Closed -$9.87M – 4
2016
Q2 		$9.87M Sell
84,400
-130,200
-61% -$15M 15.04% 4
2016
Q1 		$24.5M Buy
214,600
+58,500
+37% +$6.32M 7.61% 5
2015
Q4 		$17.7M Hold
156,100
– – 5.29% 5
2015
Q3 		$16.7M Hold
156,100
– – 5.3% 5
2015
Q2 		$18.1M Buy
+156,100
New +$18.4M 5.33% 5

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

White Mountains Advisors's IWB Position: Q3 2016 in Review

White Mountains Advisors sold out of iShares Russell 1000 ETF (IWB) in Q3 2016, closing a stake of 84,400 shares — an estimated $9.87M sold.

White Mountains Advisors first reported a position in IWB in Q2 2015 and held it in 5 quarters. The position peaked at $24.5M in Q1 2016. 458 funds tracked by Wall St. Rank hold IWB as of Q3 2016.

  • White Mountains Advisors reported no remaining iShares Russell 1000 ETF position as of Q3 2016 after selling out during the quarter.
  • White Mountains Advisors sold 84,400 iShares Russell 1000 ETF shares in Q3 2016, an estimated $9.87M.
  • White Mountains Advisors first reported a position in iShares Russell 1000 ETF in Q2 2015 and held it in 5 quarters.
  • White Mountains Advisors's iShares Russell 1000 ETF position peaked at $24.5M in Q1 2016.
  • 458 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2016.

Based on White Mountains Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.