Becker Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Becker Capital Management’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
2016 Q2	–	Sell	-2,320	Closed	-$280K	–	139
2016 Q1	$280K	Hold	2,320	–	–	0.01%	108
2015 Q4	$279K	Sell	2,320 -23	-1%	-$2.8K	0.01%	118
2015 Q3	$267K	Hold	2,343	–	–	0.01%	114
2015 Q2	$290K	Hold	2,343	–	–	0.01%	121
2015 Q1	$290K	Hold	2,343	–	–	0.01%	117
2014 Q4	$287K	Hold	2,343	–	–	0.01%	123
2014 Q3	$274K	Buy	2,343 +278	+13%	+$32.8K	0.01%	128
2014 Q2	$243K	Hold	2,065	–	–	0.01%	131
2014 Q1	$232K	Sell	2,065 -2,030	-50%	-$224K	0.01%	129
2013 Q4	$453K	Sell	4,095 -7,955	-66%	-$844K	0.02%	109
2013 Q3	$1.22M	Buy	+12,050	New	+$1.21M	0.06%	93

Other funds holding IWV

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return