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

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

BIT

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

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LWMT

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

Ronald Blue & Co's IWB Position: Q4 2015 in Review

Ronald Blue & Co sold out of iShares Russell 1000 ETF (IWB) in Q4 2015, closing a stake of 2,911 shares — an estimated $312K sold.

Ronald Blue & Co first reported a position in IWB in Q2 2013 and held it in 10 quarters. The position peaked at $837K in Q2 2014. 418 funds tracked by Wall St. Rank hold IWB as of Q4 2015.

Ronald Blue & Co reported no remaining iShares Russell 1000 ETF position as of Q4 2015 after selling out during the quarter.
Ronald Blue & Co sold 2,911 iShares Russell 1000 ETF shares in Q4 2015, an estimated $312K.
Ronald Blue & Co first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 10 quarters.
Ronald Blue & Co's iShares Russell 1000 ETF position peaked at $837K in Q2 2014.
418 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2015.

Based on Ronald Blue & Co's 13F filing for Q4 2015, filed 11 Feb 2016.