Fund Evaluation Group
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Fund Evaluation Group’s iShares Russell 1000 ETF IWB Stock Holding History

Fund Evaluation Group’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
Q2 		– Sell
-108,699
Closed -$15.4M – 35
2020
Q1 		$15.4M Buy
+108,699
New +$18.4M 2.59% 10
2016
Q4 		– Sell
-7,640
Closed -$920K – 25
2016
Q3 		$920K Buy
+7,640
New +$918K 0.14% 17

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
QS Investors
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Fund Evaluation Group's IWB Position: Q2 2020 in Review

Fund Evaluation Group sold out of iShares Russell 1000 ETF (IWB) in Q2 2020, closing a stake of 108,699 shares — an estimated $15.4M sold.

Fund Evaluation Group first reported a position in IWB in Q3 2016 and held it in 2 quarters. The position peaked at $15.4M in Q1 2020. 798 funds tracked by Wall St. Rank hold IWB as of Q2 2020.

  • Fund Evaluation Group reported no remaining iShares Russell 1000 ETF position as of Q2 2020 after selling out during the quarter.
  • Fund Evaluation Group sold 108,699 iShares Russell 1000 ETF shares in Q2 2020, an estimated $15.4M.
  • Fund Evaluation Group first reported a position in iShares Russell 1000 ETF in Q3 2016 and held it in 2 quarters.
  • Fund Evaluation Group's iShares Russell 1000 ETF position peaked at $15.4M in Q1 2020.
  • 798 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2020.

Based on Fund Evaluation Group's 13F filing for Q2 2020, filed 12 Aug 2020.