Psagot Value Holdings’s iShares Russell 1000 ETF IWB Stock Holding History

Psagot Value Holdings’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	-265	Closed	-$45K	–	414
2020 Q2	$45K	Buy	+265	New	+$42.9K	﹤0.01%	305
2016 Q2	–	Sell	-850	Closed	-$97K	–	383
2016 Q1	$97K	Hold	850	–	–	﹤0.01%	282
2015 Q4	$96K	Hold	850	–	–	﹤0.01%	291
2015 Q3	$91K	Hold	850	–	–	﹤0.01%	286
2015 Q2	$99K	Hold	850	–	–	﹤0.01%	301
2015 Q1	$98K	Hold	850	–	–	﹤0.01%	282
2014 Q4	$97K	Hold	850	–	–	﹤0.01%	292
2014 Q3	$93K	Hold	850	–	–	﹤0.01%	267
2014 Q2	$94K	Hold	850	–	–	﹤0.01%	277
2014 Q1	$89K	Hold	850	–	–	﹤0.01%	329
2013 Q4	$88K	Hold	850	–	–	﹤0.01%	335
2013 Q3	$80K	Hold	850	–	–	﹤0.01%	344
2013 Q2	$76K	Buy	+850	New	+$76.1K	﹤0.01%	246

Other funds holding IWB

Fidelity Investments

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

BlackRock New York $5.72T 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