Stearns Financial Services Group’s iShares Russell 1000 ETF IWB Stock Holding History

Stearns Financial Services Group’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	$181K	Hold	965	–	–	0.03%	142
2020 Q2	$166K	Sell	965 -31	-3%	-$5.01K	0.03%	134
2020 Q1	$141K	Sell	996 -31	-3%	-$5.24K	0.03%	134
2019 Q4	$183K	Hold	1,027	–	–	0.03%	136
2019 Q3	$169K	Hold	1,027	–	–	0.03%	131
2019 Q2	$167K	Hold	1,027	–	–	0.03%	127
2019 Q1	$162K	Sell	1,027 -30	-3%	-$4.54K	0.03%	130
2018 Q4	$147K	Buy	1,057 +454	+75%	+$67.9K	0.03%	132
2018 Q3	$98K	Buy	+603	New	+$95.7K	0.02%	137
2013 Q3	–	Sell	-2,275	Closed	-$205K	–	104
2013 Q2	$205K	Buy	+2,275	New	+$204K	0.09%	99

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 29.2% 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

Stearns Financial Services Group's IWB Position: Q3 2020 in Review

Stearns Financial Services Group held its iShares Russell 1000 ETF (IWB) position steady in Q3 2020 at 965 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #142.

Stearns Financial Services Group first reported a position in IWB in Q2 2013 and has held it in 10 quarters since. The position peaked at $205K in Q2 2013. 819 funds tracked by Wall St. Rank hold IWB as of Q3 2020.

Stearns Financial Services Group held 965 shares of iShares Russell 1000 ETF worth $181K as of Q3 2020.
Stearns Financial Services Group left its iShares Russell 1000 ETF share count unchanged in Q3 2020.
iShares Russell 1000 ETF made up 0.03% of Stearns Financial Services Group's portfolio in Q3 2020, its #142 holding.
Stearns Financial Services Group first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 10 quarters since.
Stearns Financial Services Group's iShares Russell 1000 ETF position peaked at $205K in Q2 2013.
819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.