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Wilmington Funds Management’s iShares Russell 1000 ETF IWB Stock Holding History

Wilmington Funds 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
2014
Q2 		$341K Buy
+3,100
New +$330K 0.03% 484
2013
Q3 		– Sell
-9,100
Closed -$812K – 783
2013
Q2 		$812K Buy
+9,100
New +$815K 0.08% 260

Other funds holding IWB

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wilmington Funds Management's IWB Position: Q2 2014 in Review

Wilmington Funds Management opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2014: 3,100 shares worth $341K. The stake represents 0.03% of the portfolio and ranks #484 among its holdings. This is a return to the name: Wilmington Funds Management previously reported a position in IWB as recently as Q2 2013.

Wilmington Funds Management first reported a position in IWB in Q2 2013 and has held it in 2 quarters since. The position peaked at $812K in Q2 2013. 332 funds tracked by Wall St. Rank hold IWB as of Q2 2014.

  • Wilmington Funds Management held 3,100 shares of iShares Russell 1000 ETF worth $341K as of Q2 2014.
  • iShares Russell 1000 ETF was a new Wilmington Funds Management position in Q2 2014.
  • iShares Russell 1000 ETF made up 0.03% of Wilmington Funds Management's portfolio in Q2 2014, its #484 holding.
  • Wilmington Funds Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 2 quarters since.
  • Wilmington Funds Management's iShares Russell 1000 ETF position peaked at $812K in Q2 2013.
  • 332 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.