University of Chicago’s iShares Russell 1000 ETF IWB Stock Holding History

University of Chicago’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
2018 Q2	–	Sell	-77,833	Closed	-$11.4M	–	5
2018 Q1	$11.4M	Buy	+77,833	New	+$11.8M	2.95%	5
2015 Q4	$9.59M	Buy	84,598 +17,514	+26%	+$2M	22.46%	2
2015 Q3	$7.21M	Buy	+67,084	New	+$7.62M	17.74%	2

Other funds holding IWB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

University of Chicago's IWB Position: Q2 2018 in Review

University of Chicago sold out of iShares Russell 1000 ETF (IWB) in Q2 2018, closing a stake of 77,833 shares — an estimated $11.4M sold.

University of Chicago first reported a position in IWB in Q3 2015 and held it in 3 quarters. The position peaked at $11.4M in Q1 2018. 622 funds tracked by Wall St. Rank hold IWB as of Q2 2018.

University of Chicago reported no remaining iShares Russell 1000 ETF position as of Q2 2018 after selling out during the quarter.
University of Chicago sold 77,833 iShares Russell 1000 ETF shares in Q2 2018, an estimated $11.4M.
University of Chicago first reported a position in iShares Russell 1000 ETF in Q3 2015 and held it in 3 quarters.
University of Chicago's iShares Russell 1000 ETF position peaked at $11.4M in Q1 2018.
622 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2018.

Based on University of Chicago's 13F filing for Q2 2018, filed 8 Aug 2018.