Aperio Group’s iShares Russell 1000 ETF IWB Stock Holding History

Aperio Group’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
2020 Q4	$2.96M	Hold	13,991	–	–	0.01%	1055
2020 Q3	$2.62M	Buy	+13,991	New	+$2.58M	0.01%	996

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aperio Group's IWB Position: Q4 2020 in Review

Aperio Group held its iShares Russell 1000 ETF (IWB) position steady in Q4 2020 at 13,991 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #1055.

Aperio Group first reported a position in IWB in Q3 2020 and has held it in 2 quarters since. 907 funds tracked by Wall St. Rank hold IWB as of Q4 2020.

Aperio Group held 13,991 shares of iShares Russell 1000 ETF worth $2.96M as of Q4 2020.
Aperio Group left its iShares Russell 1000 ETF share count unchanged in Q4 2020.
iShares Russell 1000 ETF made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1055 holding.
Aperio Group first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 2 quarters since.
907 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.