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MB Financial Bank - Trust Department’s iShares Russell 1000 ETF IWB Stock Holding History

MB Financial Bank - Trust Department’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
2015
Q2 		– Sell
-729
Closed -$84K – 640
2015
Q1 		$84K Buy
+729
New +$84.2K 0.01% 226

Other funds holding IWB

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
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 $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

MB Financial Bank - Trust Department's IWB Position: Q2 2015 in Review

MB Financial Bank - Trust Department sold out of iShares Russell 1000 ETF (IWB) in Q2 2015, closing a stake of 729 shares — an estimated $84K sold.

MB Financial Bank - Trust Department first reported a position in IWB in Q1 2015 and held it in 1 quarter. The position peaked at $84K in Q1 2015. 378 funds tracked by Wall St. Rank hold IWB as of Q2 2015.

  • MB Financial Bank - Trust Department reported no remaining iShares Russell 1000 ETF position as of Q2 2015 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 729 iShares Russell 1000 ETF shares in Q2 2015, an estimated $84K.
  • MB Financial Bank - Trust Department first reported a position in iShares Russell 1000 ETF in Q1 2015 and held it in 1 quarter.
  • MB Financial Bank - Trust Department's iShares Russell 1000 ETF position peaked at $84K in Q1 2015.
  • 378 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2015.

Based on MB Financial Bank - Trust Department's 13F filing for Q2 2015, filed 15 Jul 2015.