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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Psagot Value Holdings's IWB Position: Q3 2020 in Review

Psagot Value Holdings sold out of iShares Russell 1000 ETF (IWB) in Q3 2020, closing a stake of 265 shares — an estimated $45K sold.

Psagot Value Holdings first reported a position in IWB in Q2 2013 and held it in 13 quarters. The position peaked at $99K in Q2 2015. 819 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

Psagot Value Holdings reported no remaining iShares Russell 1000 ETF position as of Q3 2020 after selling out during the quarter.
Psagot Value Holdings sold 265 iShares Russell 1000 ETF shares in Q3 2020, an estimated $45K.
Psagot Value Holdings first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 13 quarters.
Psagot Value Holdings's iShares Russell 1000 ETF position peaked at $99K in Q2 2015.
819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

Based on Psagot Value Holdings's 13F filing for Q3 2020, filed 27 Oct 2020.