Cleary Gull’s iShares Russell 1000 ETF IWB Stock Holding History

Cleary Gull’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
2015 Q1	$2.26M	Buy	+19,473	New	+$2.25M	2.13%	6

Other funds holding IWB

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Cleary Gull's IWB Position: Q1 2015 in Review

Cleary Gull opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2015: 19,473 shares worth $2.26M. The stake represents 2.13% of the portfolio and ranks #6 among its holdings.

382 funds tracked by Wall St. Rank hold IWB as of Q1 2015.

Cleary Gull held 19,473 shares of iShares Russell 1000 ETF worth $2.26M as of Q1 2015.
iShares Russell 1000 ETF was a new Cleary Gull position in Q1 2015.
iShares Russell 1000 ETF made up 2.13% of Cleary Gull's portfolio in Q1 2015, its #6 holding.
382 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.