AWM
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Altium Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Altium Wealth Management’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 		– Sell
-2,190
Closed -$381K – 298
2019
Q3 		$381K Hold
2,190
– – 0.05% 190
2019
Q2 		$377K Hold
2,190
– – 0.05% 190
2019
Q1 		$365K Hold
2,190
– – 0.06% 199
2018
Q4 		$322K Hold
2,190
– – 0.06% 198
2018
Q3 		$377K Hold
2,190
– – 0.07% 188
2018
Q2 		$355K Buy
+2,190
New +$352K 0.09% 156

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

Altium Wealth Management's IWV Position: Q4 2019 in Review

Altium Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2019, closing a stake of 2,190 shares — an estimated $381K sold.

Altium Wealth Management first reported a position in IWV in Q2 2018 and held it in 6 quarters. The position peaked at $381K in Q3 2019. 513 funds tracked by Wall St. Rank hold IWV as of Q4 2019.

  • Altium Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q4 2019 after selling out during the quarter.
  • Altium Wealth Management sold 2,190 iShares Russell 3000 ETF shares in Q4 2019, an estimated $381K.
  • Altium Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2018 and held it in 6 quarters.
  • Altium Wealth Management's iShares Russell 3000 ETF position peaked at $381K in Q3 2019.
  • 513 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2019.

Based on Altium Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.