WI
IWB icon

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 – 301
2016
Q4 		$205K Buy
+1,650
New +$201K 0.09% 199

Other funds holding IWB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return