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Agran Libbie’s iShares Russell 3000 ETF IWV Stock Holding History

Agran Libbie’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
2014
Q3 		– Sell
-25,338
Closed -$1.82M – 126
2014
Q2 		$1.82M Sell
25,338
-1,259
-5% -$143K 0.46% 59
2014
Q1 		$1.8M Buy
+26,597
New +$2.94M 0.48% 58

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Agran Libbie's IWV Position: Q3 2014 in Review

Agran Libbie sold out of iShares Russell 3000 ETF (IWV) in Q3 2014, closing a stake of 25,338 shares — an estimated $1.82M sold.

Agran Libbie first reported a position in IWV in Q1 2014 and held it in 2 quarters. The position peaked at $1.82M in Q2 2014. 238 funds tracked by Wall St. Rank hold IWV as of Q3 2014.

  • Agran Libbie reported no remaining iShares Russell 3000 ETF position as of Q3 2014 after selling out during the quarter.
  • Agran Libbie sold 25,338 iShares Russell 3000 ETF shares in Q3 2014, an estimated $1.82M.
  • Agran Libbie first reported a position in iShares Russell 3000 ETF in Q1 2014 and held it in 2 quarters.
  • Agran Libbie's iShares Russell 3000 ETF position peaked at $1.82M in Q2 2014.
  • 238 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2014.

Based on Agran Libbie's 13F filing for Q3 2014, filed 29 Oct 2014.