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Americana Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Americana Partners’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
2020
Q1 		– Sell
-797
Closed -$150K – 306
2019
Q4 		$150K Buy
+797
New +$144K 0.08% 119

Other funds holding IWV

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Americana Partners's IWV Position: Q1 2020 in Review

Americana Partners sold out of iShares Russell 3000 ETF (IWV) in Q1 2020, closing a stake of 797 shares — an estimated $150K sold.

Americana Partners first reported a position in IWV in Q4 2019 and held it in 1 quarter. The position peaked at $150K in Q4 2019. 495 funds tracked by Wall St. Rank hold IWV as of Q1 2020.

  • Americana Partners reported no remaining iShares Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
  • Americana Partners sold 797 iShares Russell 3000 ETF shares in Q1 2020, an estimated $150K.
  • Americana Partners first reported a position in iShares Russell 3000 ETF in Q4 2019 and held it in 1 quarter.
  • Americana Partners's iShares Russell 3000 ETF position peaked at $150K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2020.

Based on Americana Partners's 13F filing for Q1 2020, filed 12 May 2020.