Donaldson Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Donaldson Capital Management’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 Q2	–	Sell	-1,760	Closed	-$204K	–	148
2015 Q1	$204K	Buy	+1,760	New	+$203K	0.03%	137

Other funds holding IWB

BIT

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LWMT

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

JMPWA

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

Donaldson Capital Management's IWB Position: Q2 2015 in Review

Donaldson Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2015, closing a stake of 1,760 shares — an estimated $204K sold.

Donaldson Capital Management first reported a position in IWB in Q1 2015 and held it in 1 quarter. The position peaked at $204K in Q1 2015. 378 funds tracked by Wall St. Rank hold IWB as of Q2 2015.

Donaldson Capital Management reported no remaining iShares Russell 1000 ETF position as of Q2 2015 after selling out during the quarter.
Donaldson Capital Management sold 1,760 iShares Russell 1000 ETF shares in Q2 2015, an estimated $204K.
Donaldson Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2015 and held it in 1 quarter.
Donaldson Capital Management's iShares Russell 1000 ETF position peaked at $204K in Q1 2015.
378 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2015.

Based on Donaldson Capital Management's 13F filing for Q2 2015, filed 14 Aug 2015.