Placemark Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Placemark Investments’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
2014 Q4	$6.09M	Buy	53,075 +7,331	+16%	+$822K	0.11%	241
2014 Q3	$5.02M	Sell	45,744 -11,097	-20%	-$1.23M	0.09%	266
2014 Q2	$6.26M	Buy	56,841 +13,541	+31%	+$1.44M	0.11%	226
2014 Q1	$4.54M	Buy	43,300 +856	+2%	+$88.1K	0.09%	267
2013 Q4	$4.38M	Buy	42,444 +1,847	+5%	+$183K	0.07%	323
2013 Q3	$3.82M	Sell	40,597 -5,965	-13%	-$558K	0.07%	324
2013 Q2	$4.19M	Buy	+46,562	New	+$4.17M	0.09%	271

Other funds holding IWB

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Placemark Investments's IWB Position: Q4 2014 in Review

Placemark Investments increased its iShares Russell 1000 ETF (IWB) stake by 16% in Q4 2014, buying an estimated $822K and bringing the position to 53,075 shares worth $6.09M. The position accounts for 0.11% of the portfolio, ranked #241.

Placemark Investments first reported a position in IWB in Q2 2013 and has held it in 7 quarters since. The position peaked at $6.26M in Q2 2014. 378 funds tracked by Wall St. Rank hold IWB as of Q4 2014.

Placemark Investments held 53,075 shares of iShares Russell 1000 ETF worth $6.09M as of Q4 2014.
Placemark Investments bought 7,331 iShares Russell 1000 ETF shares in Q4 2014, an estimated $822K.
iShares Russell 1000 ETF made up 0.11% of Placemark Investments's portfolio in Q4 2014, its #241 holding.
Placemark Investments first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's iShares Russell 1000 ETF position peaked at $6.26M in Q2 2014.
378 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.