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AFT Forsyth & Company’s iShares Russell 3000 ETF IWV Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$2K Hold
15
– – ﹤0.01% 305
2013
Q2 		$1K Buy
+15
New +$1.44K ﹤0.01% 292

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

AFT Forsyth & Company's IWV Position: Q3 2013 in Review

AFT Forsyth & Company held its iShares Russell 3000 ETF (IWV) position steady in Q3 2013 at 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

AFT Forsyth & Company first reported a position in IWV in Q2 2013 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold IWV as of Q3 2013.

  • AFT Forsyth & Company held 15 shares of iShares Russell 3000 ETF worth $2K as of Q3 2013.
  • AFT Forsyth & Company left its iShares Russell 3000 ETF share count unchanged in Q3 2013.
  • iShares Russell 3000 ETF made up ﹤0.01% of AFT Forsyth & Company's portfolio in Q3 2013, its #305 holding.
  • AFT Forsyth & Company first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.