Bank of the West’s iShares Russell 1000 ETF IWB Stock Holding History

Bank of the West’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
2022 Q4	$6.45M	Buy	30,628 +955	+3%	+$202K	0.76%	35
2022 Q3	$5.86M	Buy	29,673 +7	+0%	+$1.53K	0.76%	35
2022 Q2	$6.16M	Buy	29,666 +6,507	+28%	+$1.47M	0.78%	35
2022 Q1	$5.79M	Buy	23,159 +4,415	+24%	+$1.09M	0.6%	46
2021 Q4	$4.96M	Buy	18,744 +6,478	+53%	+$1.67M	0.47%	57
2021 Q3	$2.96M	Buy	12,266 +2,720	+28%	+$676K	0.31%	89
2021 Q2	$2.31M	Buy	9,546 +765	+9%	+$180K	0.24%	103
2021 Q1	$1.97M	Buy	8,781 +160	+2%	+$35K	0.22%	104
2020 Q4	$1.83M	Buy	+8,621	New	+$1.72M	0.21%	103
2018 Q3	–	Sell	-13,000	Closed	-$1.98M	–	294
2018 Q2	$1.98M	Hold	13,000	–	–	0.24%	115
2018 Q1	$1.91M	Buy	+13,000	New	+$1.98M	0.24%	120

Other funds holding IWB

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

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of the West's IWB Position: Q4 2022 in Review

Bank of the West increased its iShares Russell 1000 ETF (IWB) stake by 3.2% in Q4 2022, buying an estimated $202K and bringing the position to 30,628 shares worth $6.45M. The position accounts for 0.76% of the portfolio, ranked #35.

Bank of the West first reported a position in IWB in Q1 2018 and has held it in 11 quarters since. 1,075 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

Bank of the West held 30,628 shares of iShares Russell 1000 ETF worth $6.45M as of Q4 2022.
Bank of the West bought 955 iShares Russell 1000 ETF shares in Q4 2022, an estimated $202K.
iShares Russell 1000 ETF made up 0.76% of Bank of the West's portfolio in Q4 2022, its #35 holding.
Bank of the West first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 11 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.