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

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

BlackRock New York $5.7T 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