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Winslow Evans & Crocker’s iShares Russell 1000 ETF IWB Stock Holding History

Winslow Evans & Crocker’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
Q2 		– Sell
-124
Closed -$14.1K – 1298
2016
Q1 		$14.1K Sell
124
-766
-86% -$82.8K ﹤0.01% 796
2015
Q4 		$101K Hold
890
– – 0.03% 394
2015
Q3 		$95.2K Buy
890
+766
+618% +$87K 0.03% 396
2015
Q2 		$14.4K Buy
+124
New +$14.6K ﹤0.01% 846

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
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Winslow Evans & Crocker's IWB Position: Q2 2016 in Review

Winslow Evans & Crocker sold out of iShares Russell 1000 ETF (IWB) in Q2 2016, closing a stake of 124 shares — an estimated $14.1K sold.

Winslow Evans & Crocker first reported a position in IWB in Q2 2015 and held it in 4 quarters. The position peaked at $101K in Q4 2015. 446 funds tracked by Wall St. Rank hold IWB as of Q2 2016.

  • Winslow Evans & Crocker reported no remaining iShares Russell 1000 ETF position as of Q2 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 124 iShares Russell 1000 ETF shares in Q2 2016, an estimated $14.1K.
  • Winslow Evans & Crocker first reported a position in iShares Russell 1000 ETF in Q2 2015 and held it in 4 quarters.
  • Winslow Evans & Crocker's iShares Russell 1000 ETF position peaked at $101K in Q4 2015.
  • 446 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2016.

Based on Winslow Evans & Crocker's 13F filing for Q2 2016, filed 22 Jul 2016.