I
IWB icon

IberiaBank’s iShares Russell 1000 ETF IWB Stock Holding History

IberiaBank’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 		$4.66M Sell
27,135
-609
-2% -$98.5K 0.55% 62
2020
Q1 		$3.93M Sell
27,744
-2,111
-7% -$357K 0.52% 66
2019
Q4 		$5.33M Sell
29,855
-278
-0.9% -$47.4K 0.56% 61
2019
Q3 		$4.96M Sell
30,133
-495
-2% -$81.2K 0.57% 58
2019
Q2 		$4.99M Sell
30,628
-240
-0.8% -$38.4K 0.55% 59
2019
Q1 		$4.86M Buy
30,868
+9,337
+43% +$1.41M 0.56% 58
2018
Q4 		$2.99M Buy
21,531
+7,632
+55% +$1.14M 0.39% 78
2018
Q3 		$2.25M Buy
13,899
+9,351
+206% +$1.48M 0.28% 96
2018
Q2 		$691K Sell
4,548
-172
-4% -$25.9K 0.12% 155
2018
Q1 		$693K Sell
4,720
-5,954
-56% -$905K 0.14% 147
2017
Q4 		$1.61M Sell
10,674
-724
-6% -$105K 0.25% 113
2017
Q3 		$1.61M Buy
11,398
+7,265
+176% +$997K 0.27% 109
2017
Q2 		$559K Sell
4,133
-636
-13% -$84.9K 0.17% 118
2017
Q1 		$626K Sell
4,769
-713
-13% -$92.3K 0.2% 111
2016
Q4 		$682K Hold
5,482
– – 0.25% 81
2016
Q3 		$660K Sell
5,482
-52
-0.9% -$6.25K 0.28% 70
2016
Q2 		$647K Buy
5,534
+1,422
+35% +$164K 0.29% 75
2016
Q1 		$469K Buy
4,112
+120
+3% +$13K 0.22% 83
2015
Q4 		$452K Buy
3,992
+436
+12% +$49.9K 0.2% 93
2015
Q3 		$381K Sell
3,556
-224
-6% -$25.4K 0.2% 95
2015
Q2 		$439K Buy
3,780
+2,021
+115% +$238K 0.2% 91
2015
Q1 		$204K Sell
1,759
-25
-1% -$2.89K 0.09% 190
2014
Q4 		$204K Buy
+1,784
New +$200K 0.11% 164

Other funds holding IWB

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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 $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

IberiaBank's IWB Position: Q2 2020 in Review

IberiaBank reduced its iShares Russell 1000 ETF (IWB) stake by 2.2% in Q2 2020, selling an estimated $98.5K and leaving 27,135 shares worth $4.66M. The position accounts for 0.55% of the portfolio, ranked #62.

IberiaBank first reported a position in IWB in Q4 2014 and has held it in 23 quarters since. The position peaked at $5.33M in Q4 2019. 798 funds tracked by Wall St. Rank hold IWB as of Q2 2020.

  • IberiaBank held 27,135 shares of iShares Russell 1000 ETF worth $4.66M as of Q2 2020.
  • IberiaBank sold 609 iShares Russell 1000 ETF shares in Q2 2020, an estimated $98.5K.
  • iShares Russell 1000 ETF made up 0.55% of IberiaBank's portfolio in Q2 2020, its #62 holding.
  • IberiaBank first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 23 quarters since.
  • IberiaBank's iShares Russell 1000 ETF position peaked at $5.33M in Q4 2019.
  • 798 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.