Wilmington Trust National Association’s iShares Russell 1000 ETF IWB Stock Holding History

Wilmington Trust National Association’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	$18.9M	Sell	171,454 -15,875	-8%	-$1.69M	0.65%	37
2014 Q1	$19.6M	Sell	187,329 -3,644	-2%	-$375K	0.72%	28
2013 Q4	$19.7M	Sell	190,973 -64,341	-25%	-$6.37M	0.73%	30
2013 Q3	$24M	Sell	255,314 -414	-0.2%	-$38.7K	0.97%	20
2013 Q2	$23M	Buy	+255,728	New	+$22.9M	1%	20

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Trust National Association's IWB Position: Q2 2014 in Review

Wilmington Trust National Association reduced its iShares Russell 1000 ETF (IWB) stake by 8.5% in Q2 2014, selling an estimated $1.69M and leaving 171,454 shares worth $18.9M. The position accounts for 0.65% of the portfolio, ranked #37.

Wilmington Trust National Association first reported a position in IWB in Q2 2013 and has held it in 5 quarters since. The position peaked at $24M in Q3 2013. 332 funds tracked by Wall St. Rank hold IWB as of Q2 2014.

Wilmington Trust National Association held 171,454 shares of iShares Russell 1000 ETF worth $18.9M as of Q2 2014.
Wilmington Trust National Association sold 15,875 iShares Russell 1000 ETF shares in Q2 2014, an estimated $1.69M.
iShares Russell 1000 ETF made up 0.65% of Wilmington Trust National Association's portfolio in Q2 2014, its #37 holding.
Wilmington Trust National Association first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 5 quarters since.
Wilmington Trust National Association's iShares Russell 1000 ETF position peaked at $24M in Q3 2013.
332 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.