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MB Financial Bank - Trust Department’s iShares Russell 2000 ETF IWM Stock Holding History

MB Financial Bank - Trust Department’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$1.03M Sell
6,753
-165
-2% -$24.8K 0.13% 58
2018
Q4 		$926K Sell
6,918
-55
-0.8% -$8.21K 0.11% 66
2018
Q3 		$1.18M Buy
6,973
+548
+9% +$92.5K 0.12% 64
2018
Q2 		$1.05M Buy
6,425
+148
+2% +$23.7K 0.12% 66
2018
Q1 		$953K Buy
6,277
+349
+6% +$53.9K 0.11% 67
2017
Q4 		$904K Buy
5,928
+52
+0.9% +$7.81K 0.09% 68
2017
Q3 		$870K Sell
5,876
-4
-0.1% -$563 0.09% 71
2017
Q2 		$829K Buy
5,880
+730
+14% +$101K 0.09% 72
2017
Q1 		$708K Buy
5,150
+251
+5% +$34.3K 0.08% 79
2016
Q4 		$660K Buy
4,899
+3,550
+263% +$454K 0.07% 82
2016
Q3 		$167K Sell
1,349
-208
-13% -$25.3K 0.02% 144
2016
Q2 		$179K Sell
1,557
-149
-9% -$16.8K 0.02% 137
2016
Q1 		$189K Sell
1,706
-2,888
-63% -$299K 0.02% 135
2015
Q4 		$518K Buy
4,594
+28
+0.6% +$3.23K 0.06% 95
2015
Q3 		$499K Sell
4,566
-8
-0.2% -$949 0.06% 100
2015
Q2 		$571K Sell
4,574
-43
-0.9% -$5.37K 0.07% 90
2015
Q1 		$574K Sell
4,617
-422
-8% -$50.9K 0.07% 94
2014
Q4 		$603K Sell
5,039
-14,335
-74% -$1.64M 0.07% 98
2014
Q3 		$2.25M Buy
19,374
+5,692
+42% +$651K 0.14% 80
2014
Q2 		$1.63M Buy
13,682
+10,003
+272% +$1.14M 0.2% 71
2014
Q1 		$428K Sell
3,679
-120
-3% -$13.8K 0.06% 114
2013
Q4 		$438K Buy
3,799
+1,877
+98% +$207K 0.06% 111
2013
Q3 		$205K Sell
1,922
-593
-24% -$61.4K 0.03% 162
2013
Q2 		$244K Buy
+2,515
New +$240K 0.04% 149

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MB Financial Bank - Trust Department's IWM Position: Q1 2019 in Review

MB Financial Bank - Trust Department reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q1 2019, selling an estimated $24.8K and leaving 6,753 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #58.

MB Financial Bank - Trust Department first reported a position in IWM in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.25M in Q3 2014. 1,372 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

  • MB Financial Bank - Trust Department held 6,753 shares of iShares Russell 2000 ETF worth $1.03M as of Q1 2019.
  • MB Financial Bank - Trust Department sold 165 iShares Russell 2000 ETF shares in Q1 2019, an estimated $24.8K.
  • iShares Russell 2000 ETF made up 0.13% of MB Financial Bank - Trust Department's portfolio in Q1 2019, its #58 holding.
  • MB Financial Bank - Trust Department first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 24 quarters since.
  • MB Financial Bank - Trust Department's iShares Russell 2000 ETF position peaked at $2.25M in Q3 2014.
  • 1,372 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on MB Financial Bank - Trust Department's 13F filing for Q1 2019, filed 5 Apr 2019.