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

Aperio 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
2017
Q2 		– Sell
-27,522
Closed -$3.85M – 2218
2017
Q1 		$3.85M Buy
+27,522
New +$3.8M 0.03% 649

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aperio Group's IWV Position: Q2 2017 in Review

Aperio Group sold out of iShares Russell 3000 ETF (IWV) in Q2 2017, closing a stake of 27,522 shares — an estimated $3.85M sold.

Aperio Group first reported a position in IWV in Q1 2017 and held it in 1 quarter. The position peaked at $3.85M in Q1 2017. 352 funds tracked by Wall St. Rank hold IWV as of Q2 2017.

  • Aperio Group reported no remaining iShares Russell 3000 ETF position as of Q2 2017 after selling out during the quarter.
  • Aperio Group sold 27,522 iShares Russell 3000 ETF shares in Q2 2017, an estimated $3.85M.
  • Aperio Group first reported a position in iShares Russell 3000 ETF in Q1 2017 and held it in 1 quarter.
  • Aperio Group's iShares Russell 3000 ETF position peaked at $3.85M in Q1 2017.
  • 352 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2017.

Based on Aperio Group's 13F filing for Q2 2017, filed 19 Jul 2017.