FMBTD
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First Midwest Bank Trust Division’s iShares Russell 1000 ETF IWB Stock Holding History

First Midwest Bank Trust Division’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
2017
Q3 		– Sell
-2,993
Closed -$405K – 446
2017
Q2 		$405K Sell
2,993
-580
-16% -$77.4K 0.05% 358
2017
Q1 		$469K Buy
3,573
+240
+7% +$31.1K 0.06% 338
2016
Q4 		$415K Buy
3,333
+100
+3% +$12.2K 0.05% 350
2016
Q3 		$389K Buy
3,233
+900
+39% +$108K 0.05% 346
2016
Q2 		$273K Buy
2,333
+185
+9% +$21.3K 0.03% 380
2016
Q1 		$245K Sell
2,148
-107
-5% -$11.6K 0.03% 358
2015
Q4 		$256K Buy
+2,255
New +$258K 0.04% 320

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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