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Aris Wealth Services’s iShares Russell 3000 ETF IWV Stock Holding History

Aris Wealth Services’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
2015
Q3 		$233K Sell
2,044
-313
-13% -$37.9K 0.49% 33
2015
Q2 		$292K Hold
2,357
– – 0.27% 86
2015
Q1 		$292K Buy
+2,357
New +$290K 0.27% 85

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

Aris Wealth Services's IWV Position: Q3 2015 in Review

Aris Wealth Services reduced its iShares Russell 3000 ETF (IWV) stake by 13% in Q3 2015, selling an estimated $37.9K and leaving 2,044 shares worth $233K. The position accounts for 0.49% of the portfolio, ranked #33.

Aris Wealth Services first reported a position in IWV in Q1 2015 and has held it in 3 quarters since. The position peaked at $292K in Q2 2015. 290 funds tracked by Wall St. Rank hold IWV as of Q3 2015.

  • Aris Wealth Services held 2,044 shares of iShares Russell 3000 ETF worth $233K as of Q3 2015.
  • Aris Wealth Services sold 313 iShares Russell 3000 ETF shares in Q3 2015, an estimated $37.9K.
  • iShares Russell 3000 ETF made up 0.49% of Aris Wealth Services's portfolio in Q3 2015, its #33 holding.
  • Aris Wealth Services first reported a position in iShares Russell 3000 ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's iShares Russell 3000 ETF position peaked at $292K in Q2 2015.
  • 290 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.