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Ausdal Financial Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Ausdal Financial 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
2017
Q2 		– Sell
-3,911
Closed -$547K – 320
2017
Q1 		$547K Hold
3,911
– – 0.25% 105
2016
Q4 		$520K Sell
3,911
-65
-2% -$8.43K 0.24% 111
2016
Q3 		$510K Sell
3,976
-36
-0.9% -$4.6K 0.26% 111
2016
Q2 		$498K Hold
4,012
– – 0.26% 101
2016
Q1 		$485K Hold
4,012
– – 0.28% 101
2015
Q4 		$483K Buy
+4,012
New +$488K 0.24% 99

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

Ausdal Financial Partners's IWV Position: Q2 2017 in Review

Ausdal Financial Partners sold out of iShares Russell 3000 ETF (IWV) in Q2 2017, closing a stake of 3,911 shares — an estimated $547K sold.

Ausdal Financial Partners first reported a position in IWV in Q4 2015 and held it in 6 quarters. The position peaked at $547K in Q1 2017. 352 funds tracked by Wall St. Rank hold IWV as of Q2 2017.

  • Ausdal Financial Partners reported no remaining iShares Russell 3000 ETF position as of Q2 2017 after selling out during the quarter.
  • Ausdal Financial Partners sold 3,911 iShares Russell 3000 ETF shares in Q2 2017, an estimated $547K.
  • Ausdal Financial Partners first reported a position in iShares Russell 3000 ETF in Q4 2015 and held it in 6 quarters.
  • Ausdal Financial Partners's iShares Russell 3000 ETF position peaked at $547K in Q1 2017.
  • 352 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2017.

Based on Ausdal Financial Partners's 13F filing for Q2 2017, filed 11 Aug 2017.