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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kemper's IWB Position: Q1 2022 in Review

Kemper sold out of iShares Russell 1000 ETF (IWB) in Q1 2022, closing a stake of 11,896 shares — an estimated $3.15M sold.

Kemper first reported a position in IWB in Q2 2018 and held it in 15 quarters. The position peaked at $5.83M in Q4 2019. 1,045 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

Kemper reported no remaining iShares Russell 1000 ETF position as of Q1 2022 after selling out during the quarter.
Kemper sold 11,896 iShares Russell 1000 ETF shares in Q1 2022, an estimated $3.15M.
Kemper first reported a position in iShares Russell 1000 ETF in Q2 2018 and held it in 15 quarters.
Kemper's iShares Russell 1000 ETF position peaked at $5.83M in Q4 2019.
1,045 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

Based on Kemper's 13F filing for Q1 2022, filed 13 May 2022.