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ARS Investment Partners’s iShares Russell 3000 ETF IWV Stock Holding History

ARS Investment 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
2018
Q2 		– Sell
-3,435
Closed -$537K – 136
2018
Q1 		$537K Hold
3,435
– – 0.07% 125
2017
Q4 		$543K Hold
3,435
– – 0.07% 133
2017
Q3 		$513K Hold
3,435
– – 0.07% 130
2017
Q2 		$495K Hold
3,435
– – 0.07% 129
2017
Q1 		$481K Hold
3,435
– – 0.07% 128
2016
Q4 		$457K Buy
+3,435
New +$445K 0.07% 132

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ARS Investment Partners's IWV Position: Q2 2018 in Review

ARS Investment Partners sold out of iShares Russell 3000 ETF (IWV) in Q2 2018, closing a stake of 3,435 shares — an estimated $537K sold.

ARS Investment Partners first reported a position in IWV in Q4 2016 and held it in 6 quarters. The position peaked at $543K in Q4 2017. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2018.

  • ARS Investment Partners reported no remaining iShares Russell 3000 ETF position as of Q2 2018 after selling out during the quarter.
  • ARS Investment Partners sold 3,435 iShares Russell 3000 ETF shares in Q2 2018, an estimated $537K.
  • ARS Investment Partners first reported a position in iShares Russell 3000 ETF in Q4 2016 and held it in 6 quarters.
  • ARS Investment Partners's iShares Russell 3000 ETF position peaked at $543K in Q4 2017.
  • 424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2018.

Based on ARS Investment Partners's 13F filing for Q2 2018, filed 13 Aug 2018.