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Community Trust & Investment’s iShares Russell 1000 ETF IWB Stock Holding History

Community Trust & Investment’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
Q2 		– Sell
-7,500
Closed -$856K – 110
2016
Q1 		$856K Sell
7,500
-18,642
-71% -$2.01M 0.11% 60
2015
Q4 		$2.96M Sell
26,142
-1
-0% -$114 0.39% 48
2015
Q3 		$2.8M Hold
26,143
– – 0.38% 51
2015
Q2 		$3.03M Buy
+26,143
New +$3.08M 0.4% 49

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Community Trust & Investment's IWB Position: Q2 2016 in Review

Community Trust & Investment sold out of iShares Russell 1000 ETF (IWB) in Q2 2016, closing a stake of 7,500 shares — an estimated $856K sold.

Community Trust & Investment first reported a position in IWB in Q2 2015 and held it in 4 quarters. The position peaked at $3.03M in Q2 2015. 446 funds tracked by Wall St. Rank hold IWB as of Q2 2016.

  • Community Trust & Investment reported no remaining iShares Russell 1000 ETF position as of Q2 2016 after selling out during the quarter.
  • Community Trust & Investment sold 7,500 iShares Russell 1000 ETF shares in Q2 2016, an estimated $856K.
  • Community Trust & Investment first reported a position in iShares Russell 1000 ETF in Q2 2015 and held it in 4 quarters.
  • Community Trust & Investment's iShares Russell 1000 ETF position peaked at $3.03M in Q2 2015.
  • 446 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2016.

Based on Community Trust & Investment's 13F filing for Q2 2016, filed 11 Jul 2016.