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Archford Capital Strategies’s iShares Russell 3000 ETF IWV Stock Holding History

Archford Capital Strategies’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
Q3 		– Sell
-114
Closed -$20K – 374
2019
Q2 		$20K Hold
114
– – 0.01% 352
2019
Q1 		$19K Hold
114
– – 0.01% 349
2018
Q4 		$17K Hold
114
– – 0.01% 339
2018
Q3 		$20K Buy
+114
New +$19.3K 0.01% 360

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
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 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

Archford Capital Strategies's IWV Position: Q3 2019 in Review

Archford Capital Strategies sold out of iShares Russell 3000 ETF (IWV) in Q3 2019, closing a stake of 114 shares — an estimated $20K sold.

Archford Capital Strategies first reported a position in IWV in Q3 2018 and held it in 4 quarters. The position peaked at $20K in Q2 2019. 457 funds tracked by Wall St. Rank hold IWV as of Q3 2019.

  • Archford Capital Strategies reported no remaining iShares Russell 3000 ETF position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 114 iShares Russell 3000 ETF shares in Q3 2019, an estimated $20K.
  • Archford Capital Strategies first reported a position in iShares Russell 3000 ETF in Q3 2018 and held it in 4 quarters.
  • Archford Capital Strategies's iShares Russell 3000 ETF position peaked at $20K in Q2 2019.
  • 457 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.