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Fiduciary Trust International of Pennsylvania’s iShares Russell 1000 ETF IWB Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2020
Q1 		$8M Buy
+56,498
New +$9.55M 0.37% 72
2019
Q4 		– Sell
-56,678
Closed -$9.33M – 351
2019
Q3 		$9.33M Sell
56,678
-135
-0.2% -$22.2K 0.37% 81
2019
Q2 		$9.25M Buy
+56,813
New +$9.1M 0.38% 74
2018
Q2 		– Sell
-13,305
Closed -$1.95M – 366
2018
Q1 		$1.95M Sell
13,305
-1,975
-13% -$300K 0.09% 190
2017
Q4 		$2.27M Buy
+15,280
New +$2.21M 0.1% 186
2017
Q3 		– Sell
-21,440
Closed -$2.9M – 367
2017
Q2 		$2.9M Buy
21,440
+7,125
+50% +$951K 0.14% 161
2017
Q1 		$1.88M Hold
14,315
– – 0.14% 130
2016
Q4 		$1.78M Sell
14,315
-625
-4% -$76K 0.14% 124
2016
Q3 		$1.8M Hold
14,940
– – 0.15% 123
2016
Q2 		$1.75M Sell
14,940
-700
-4% -$80.7K 0.14% 120
2016
Q1 		$1.78M Hold
15,640
– – 0.15% 116
2015
Q4 		$1.77M Sell
15,640
-50
-0.3% -$5.72K 0.15% 119
2015
Q3 		$1.68M Sell
15,690
-8,010
-34% -$910K 0.16% 118
2015
Q2 		$2.75M Hold
23,700
– – 0.16% 145
2015
Q1 		$2.75M Sell
23,700
-3,650
-13% -$421K 0.18% 132
2014
Q4 		$3.13M Buy
27,350
+595
+2% +$66.7K 0.21% 125
2014
Q3 		$2.94M Hold
26,755
– – 0.2% 124
2014
Q2 		$2.95M Hold
26,755
– – 0.2% 127
2014
Q1 		$2.8M Sell
26,755
-130
-0.5% -$13.4K 0.2% 126
2013
Q4 		$2.77M Sell
26,885
-10
-0% -$989 0.21% 129
2013
Q3 		$2.53M Buy
26,895
+850
+3% +$79.4K 0.21% 130
2013
Q2 		$2.34M Buy
+26,045
New +$2.33M 0.21% 131

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's IWB Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in iShares Russell 1000 ETF (IWB) in Q1 2020: 56,498 shares worth $8M. The stake represents 0.37% of the portfolio and ranks #72 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in IWB as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in IWB in Q2 2013 and has held it in 22 quarters since. The position peaked at $9.33M in Q3 2019. 775 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 56,498 shares of iShares Russell 1000 ETF worth $8M as of Q1 2020.
  • iShares Russell 1000 ETF was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
  • iShares Russell 1000 ETF made up 0.37% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #72 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 22 quarters since.
  • Fiduciary Trust International of Pennsylvania's iShares Russell 1000 ETF position peaked at $9.33M in Q3 2019.
  • 775 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.