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Trillium Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Trillium Asset Management’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
Q1 		– Sell
-1,184
Closed -$211K – 248
2019
Q4 		$211K Buy
+1,184
New +$202K 0.01% 254

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Trillium Asset Management's IWB Position: Q1 2020 in Review

Trillium Asset Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2020, closing a stake of 1,184 shares — an estimated $211K sold.

Trillium Asset Management first reported a position in IWB in Q4 2019 and held it in 1 quarter. The position peaked at $211K in Q4 2019. 773 funds tracked by Wall St. Rank hold IWB as of Q1 2020.

  • Trillium Asset Management reported no remaining iShares Russell 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • Trillium Asset Management sold 1,184 iShares Russell 1000 ETF shares in Q1 2020, an estimated $211K.
  • Trillium Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 1 quarter.
  • Trillium Asset Management's iShares Russell 1000 ETF position peaked at $211K in Q4 2019.
  • 773 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2020.

Based on Trillium Asset Management's 13F filing for Q1 2020, filed 7 May 2020.