Wintrust Investments’s iShares Russell 1000 ETF IWB Stock Holding History

Wintrust Investments’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
2019 Q4	–	Sell	-1,319	Closed	-$217K	–	365
2019 Q3	$217K	Hold	1,319	–	–	0.03%	333
2019 Q2	$215K	Hold	1,319	–	–	0.03%	337
2019 Q1	$207K	Buy	+1,319	New	+$199K	0.03%	329
2018 Q4	–	Sell	-1,319	Closed	-$213K	–	348
2018 Q3	$213K	Hold	1,319	–	–	0.03%	339
2018 Q2	$200K	Buy	+1,319	New	+$199K	0.03%	341
2017 Q1	–	Sell	-1,650	Closed	-$205K	–	300
2016 Q4	$205K	Buy	+1,650	New	+$201K	0.09%	199

Other funds holding IWB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wintrust Investments's IWB Position: Q4 2019 in Review

Wintrust Investments sold out of iShares Russell 1000 ETF (IWB) in Q4 2019, closing a stake of 1,319 shares — an estimated $217K sold.

Wintrust Investments first reported a position in IWB in Q4 2016 and held it in 6 quarters. The position peaked at $217K in Q3 2019. 819 funds tracked by Wall St. Rank hold IWB as of Q4 2019.

Wintrust Investments reported no remaining iShares Russell 1000 ETF position as of Q4 2019 after selling out during the quarter.
Wintrust Investments sold 1,319 iShares Russell 1000 ETF shares in Q4 2019, an estimated $217K.
Wintrust Investments first reported a position in iShares Russell 1000 ETF in Q4 2016 and held it in 6 quarters.
Wintrust Investments's iShares Russell 1000 ETF position peaked at $217K in Q3 2019.
819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2019.

Based on Wintrust Investments's 13F filing for Q4 2019, filed 14 Feb 2020.