ClearBridge Investments
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ClearBridge Investments’s iShares Russell 1000 ETF IWB Stock Holding History

ClearBridge Investments’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
Q1 		– Sell
-1,901
Closed -$215K – 1080
2015
Q4 		$215K Buy
+1,901
New +$217K ﹤0.01% 814
2015
Q1 		– Sell
-400
Closed -$46K – 1183
2014
Q4 		$46K Buy
+400
New +$44.8K ﹤0.01% 975

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments's IWB Position: Q1 2016 in Review

ClearBridge Investments sold out of iShares Russell 1000 ETF (IWB) in Q1 2016, closing a stake of 1,901 shares — an estimated $215K sold.

ClearBridge Investments first reported a position in IWB in Q4 2014 and held it in 2 quarters. The position peaked at $215K in Q4 2015. 433 funds tracked by Wall St. Rank hold IWB as of Q1 2016.

  • ClearBridge Investments reported no remaining iShares Russell 1000 ETF position as of Q1 2016 after selling out during the quarter.
  • ClearBridge Investments sold 1,901 iShares Russell 1000 ETF shares in Q1 2016, an estimated $215K.
  • ClearBridge Investments first reported a position in iShares Russell 1000 ETF in Q4 2014 and held it in 2 quarters.
  • ClearBridge Investments's iShares Russell 1000 ETF position peaked at $215K in Q4 2015.
  • 433 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2016.

Based on ClearBridge Investments's 13F filing for Q1 2016, filed 16 May 2016.