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Ronald Blue & Co’s iShares Russell 1000 ETF IWB Stock Holding History

Ronald Blue & Co’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
2015
Q4 		– Sell
-2,911
Closed -$312K – 249
2015
Q3 		$312K Sell
2,911
-44
-1% -$5K 0.02% 201
2015
Q2 		$343K Sell
2,955
-74
-2% -$8.73K 0.02% 237
2015
Q1 		$351K Buy
3,029
+6
+0.2% +$693 0.02% 230
2014
Q4 		$347K Sell
3,023
-4,566
-60% -$512K 0.02% 213
2014
Q3 		$834K Sell
7,589
-15
-0.2% -$1.66K 0.05% 94
2014
Q2 		$837K Buy
7,604
+5,284
+228% +$562K 0.05% 99
2014
Q1 		$243K Sell
2,320
-335
-13% -$34.5K 0.02% 262
2013
Q4 		$274K Sell
2,655
-439
-14% -$43.4K 0.02% 227
2013
Q3 		$291K Sell
3,094
-2,301
-43% -$215K 0.02% 196
2013
Q2 		$485K Buy
+5,395
New +$483K 0.04% 65

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return