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Community Financial System’s iShares Russell 1000 ETF IWB Stock Holding History

Community Financial System’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
2014
Q2 		– Sell
-374
Closed -$39K – 401
2014
Q1 		$39K Hold
374
– – 0.01% 253
2013
Q4 		$39K Buy
+374
New +$37K 0.01% 258

Other funds holding IWB

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Community Financial System's IWB Position: Q2 2014 in Review

Community Financial System sold out of iShares Russell 1000 ETF (IWB) in Q2 2014, closing a stake of 374 shares — an estimated $39K sold.

Community Financial System first reported a position in IWB in Q4 2013 and held it in 2 quarters. The position peaked at $39K in Q1 2014. 332 funds tracked by Wall St. Rank hold IWB as of Q2 2014.

  • Community Financial System reported no remaining iShares Russell 1000 ETF position as of Q2 2014 after selling out during the quarter.
  • Community Financial System sold 374 iShares Russell 1000 ETF shares in Q2 2014, an estimated $39K.
  • Community Financial System first reported a position in iShares Russell 1000 ETF in Q4 2013 and held it in 2 quarters.
  • Community Financial System's iShares Russell 1000 ETF position peaked at $39K in Q1 2014.
  • 332 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2014.

Based on Community Financial System's 13F filing for Q2 2014, filed 25 Jul 2014.