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Trustmark National Bank Trust Department’s iShares Russell 1000 ETF IWB Stock Holding History

Trustmark National Bank Trust Department’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
2022
Q4 		– Sell
-1,495
Closed -$295K – 270
2022
Q3 		$295K Buy
+1,495
New +$328K 0.03% 222

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Trustmark National Bank Trust Department's IWB Position: Q4 2022 in Review

Trustmark National Bank Trust Department sold out of iShares Russell 1000 ETF (IWB) in Q4 2022, closing a stake of 1,495 shares — an estimated $295K sold.

Trustmark National Bank Trust Department first reported a position in IWB in Q3 2022 and held it in 1 quarter. The position peaked at $295K in Q3 2022. 1,075 funds tracked by Wall St. Rank hold IWB as of Q4 2022.

  • Trustmark National Bank Trust Department reported no remaining iShares Russell 1000 ETF position as of Q4 2022 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 1,495 iShares Russell 1000 ETF shares in Q4 2022, an estimated $295K.
  • Trustmark National Bank Trust Department first reported a position in iShares Russell 1000 ETF in Q3 2022 and held it in 1 quarter.
  • Trustmark National Bank Trust Department's iShares Russell 1000 ETF position peaked at $295K in Q3 2022.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.

Based on Trustmark National Bank Trust Department's 13F filing for Q4 2022, filed 14 Feb 2023.