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BB&T Investment Services’s iShares Russell 3000 ETF IWV Stock Holding History

BB&T Investment 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
2017
Q4 		$564K Buy
3,567
+14
+0.4% +$2.16K 0.09% 186
2017
Q3 		$530K Buy
3,553
+31
+0.9% +$4.53K 0.11% 172
2017
Q2 		$507K Hold
3,522
– – 0.13% 149
2017
Q1 		$493K Buy
+3,522
New +$486K 0.19% 115

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

BB&T Investment Services's IWV Position: Q4 2017 in Review

BB&T Investment Services increased its iShares Russell 3000 ETF (IWV) stake by 0.39% in Q4 2017, buying an estimated $2.16K and bringing the position to 3,567 shares worth $564K. The position accounts for 0.09% of the portfolio, ranked #186.

BB&T Investment Services first reported a position in IWV in Q1 2017 and has held it in 4 quarters since. 427 funds tracked by Wall St. Rank hold IWV as of Q4 2017.

  • BB&T Investment Services held 3,567 shares of iShares Russell 3000 ETF worth $564K as of Q4 2017.
  • BB&T Investment Services bought 14 iShares Russell 3000 ETF shares in Q4 2017, an estimated $2.16K.
  • iShares Russell 3000 ETF made up 0.09% of BB&T Investment Services's portfolio in Q4 2017, its #186 holding.
  • BB&T Investment Services first reported a position in iShares Russell 3000 ETF in Q1 2017 and has held it in 4 quarters since.
  • 427 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.