K
IWB icon

Kemper’s iShares Russell 1000 ETF IWB Stock Holding History

Kemper’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
2022
Q1 		– Sell
-11,896
Closed -$3.15M – 8
2021
Q4 		$3.15M Sell
11,896
-9,027
-43% -$2.32M 0.67% 15
2021
Q3 		$5.06M Hold
20,923
– – 0.84% 17
2021
Q2 		$5.07M Sell
20,923
-3,589
-15% -$846K 0.85% 17
2021
Q1 		$5.49M Hold
24,512
– – 1% 15
2020
Q4 		$5.19M Hold
24,512
– – 0.99% 15
2020
Q3 		$4.59M Sell
24,512
-8,182
-25% -$1.51M 0.99% 15
2020
Q2 		$5.61M Hold
32,694
– – 1.19% 15
2020
Q1 		$5.24M Hold
32,694
– – 1.19% 15
2019
Q4 		$5.83M Hold
32,694
– – 0.95% 20
2019
Q3 		$5.38M Hold
32,694
– – 0.78% 20
2019
Q2 		$5.32M Hold
32,694
– – 0.78% 20
2019
Q1 		$5.14M Hold
32,694
– – 0.78% 20
2018
Q4 		$4.53M Hold
32,694
– – 1.05% 18
2018
Q3 		$5.29M Hold
32,694
– – 0.96% 18
2018
Q2 		$4.97M Buy
+32,694
New +$4.93M 2.23% 12

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return