Panagora Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Panagora Asset Management’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
2020 Q3	–	Sell	-12,388	Closed	-$2.13M	–	2723
2020 Q2	$2.13M	Buy	12,388 +3,633	+41%	+$588K	0.01%	651
2020 Q1	$1.24M	Buy	8,755 +5,214	+147%	+$881K	0.01%	765
2019 Q4	$632K	Buy	+3,541	New	+$604K	﹤0.01%	1222
2019 Q2	–	Sell	-60,024	Closed	-$9.44M	–	2645
2019 Q1	$9.44M	Buy	60,024 +19,165	+47%	+$2.9M	0.04%	372
2018 Q4	$5.67M	Buy	+40,859	New	+$6.11M	0.03%	433
2018 Q3	–	Sell	-26,658	Closed	-$4.05M	–	2442
2018 Q2	$4.05M	Buy	26,658 +18,750	+237%	+$2.82M	0.02%	606
2018 Q1	$1.16M	Sell	7,908 -5,497	-41%	-$835K	﹤0.01%	1102
2017 Q4	$1.99M	Buy	+13,405	New	+$1.94M	0.01%	887

Other funds holding IWB

Fidelity Investments

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

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Bank of America

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group

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

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

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return