Old Second National Bank of Aurora’s iShares Russell 1000 ETF IWB Stock Holding History

Old Second National Bank of Aurora’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
2023 Q4	–	Sell	-15	Closed	-$3.52K	–	350
2023 Q3	$3.52K	Sell	15 -85	-85%	-$20.8K	﹤0.01%	311
2023 Q2	$24.4K	Sell	100 -31	-24%	-$7.14K	0.01%	245
2023 Q1	$29.5K	Hold	131	–	–	0.01%	239
2022 Q4	$27.6K	Hold	131	–	–	0.01%	234
2022 Q3	$26K	Hold	131	–	–	0.01%	230
2022 Q2	$27K	Hold	131	–	–	0.01%	235
2022 Q1	$33K	Buy	+131	New	+$32.3K	0.01%	234
2021 Q4	–	Sell	-131	Closed	-$32K	–	336
2021 Q3	$32K	Hold	131	–	–	0.01%	227
2021 Q2	$32K	Buy	+131	New	+$30.9K	0.01%	228

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Old Second National Bank of Aurora's IWB Position: Q4 2023 in Review

Old Second National Bank of Aurora sold out of iShares Russell 1000 ETF (IWB) in Q4 2023, closing a stake of 15 shares — an estimated $3.52K sold.

Old Second National Bank of Aurora first reported a position in IWB in Q2 2021 and held it in 9 quarters. The position peaked at $33K in Q1 2022. 1,212 funds tracked by Wall St. Rank hold IWB as of Q4 2023.

Old Second National Bank of Aurora reported no remaining iShares Russell 1000 ETF position as of Q4 2023 after selling out during the quarter.
Old Second National Bank of Aurora sold 15 iShares Russell 1000 ETF shares in Q4 2023, an estimated $3.52K.
Old Second National Bank of Aurora first reported a position in iShares Russell 1000 ETF in Q2 2021 and held it in 9 quarters.
Old Second National Bank of Aurora's iShares Russell 1000 ETF position peaked at $33K in Q1 2022.
1,212 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2023.

Based on Old Second National Bank of Aurora's 13F filing for Q4 2023, filed 31 Jan 2024.