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Advisor Group’s iShares Russell 3000 ETF IWV Stock Holding History

Advisor Group’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$5.42M Sell
28,726
-114
-0.4% -$20.5K 0.04% 397
2019
Q3 		$5.01M Sell
28,840
-2,054
-7% -$356K 0.04% 412
2019
Q2 		$5.33M Buy
30,894
+3,088
+11% +$524K 0.04% 371
2019
Q1 		$4.64M Buy
27,806
+1,300
+5% +$209K 0.04% 391
2018
Q4 		$3.9M Sell
26,506
-7,003
-21% -$1.11M 0.04% 379
2018
Q3 		$5.78M Buy
33,509
+3,287
+11% +$557K 0.06% 279
2018
Q2 		$4.91M Sell
30,222
-3,412
-10% -$548K 0.07% 250
2018
Q1 		$5.26M Sell
33,634
-1,579
-4% -$255K 0.07% 234
2017
Q4 		$5.57M Sell
35,213
-930
-3% -$143K 0.07% 237
2017
Q3 		$5.4M Buy
36,143
+323
+0.9% +$47.2K 0.08% 207
2017
Q2 		$5.16M Buy
35,820
+2,521
+8% +$358K 0.09% 216
2017
Q1 		$4.66M Sell
33,299
-2,520
-7% -$348K 0.09% 229
2016
Q4 		$4.76M Buy
35,819
+6,386
+22% +$828K 0.11% 202
2016
Q3 		$3.77M Sell
29,433
-2,030
-6% -$259K 0.09% 245
2016
Q2 		$3.9M Buy
+31,463
New +$3.85M 0.1% 214

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group's IWV Position: Q4 2019 in Review

Advisor Group reduced its iShares Russell 3000 ETF (IWV) stake by 0.4% in Q4 2019, selling an estimated $20.5K and leaving 28,726 shares worth $5.42M. The position accounts for 0.04% of the portfolio, ranked #397.

Advisor Group first reported a position in IWV in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.78M in Q3 2018. 513 funds tracked by Wall St. Rank hold IWV as of Q4 2019.

  • Advisor Group held 28,726 shares of iShares Russell 3000 ETF worth $5.42M as of Q4 2019.
  • Advisor Group sold 114 iShares Russell 3000 ETF shares in Q4 2019, an estimated $20.5K.
  • iShares Russell 3000 ETF made up 0.04% of Advisor Group's portfolio in Q4 2019, its #397 holding.
  • Advisor Group first reported a position in iShares Russell 3000 ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Russell 3000 ETF position peaked at $5.78M in Q3 2018.
  • 513 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.