Bingham Osborn & Scarborough’s iShares Russell 3000 ETF IWV Stock Holding History

Bingham Osborn & Scarborough’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
2020 Q4	–	Sell	-1,169	Closed	-$229K	–	152
2020 Q3	$229K	Buy	1,169 +1	+0.1%	+$193	0.02%	147
2020 Q2	$210K	Buy	+1,168	New	+$198K	0.02%	148
2020 Q1	–	Sell	-1,138	Closed	-$214K	–	157
2019 Q4	$214K	Sell	1,138 -389	-25%	-$70.1K	0.02%	159
2019 Q3	$265K	Hold	1,527	–	–	0.02%	124
2019 Q2	$263K	Hold	1,527	–	–	0.02%	124
2019 Q1	$255K	Hold	1,527	–	–	0.02%	125
2018 Q4	$224K	Buy	1,527 +1	+0.1%	+$159	0.02%	126
2018 Q3	$263K	Hold	1,526	–	–	0.02%	122
2018 Q2	$248K	Hold	1,526	–	–	0.02%	122
2018 Q1	$239K	Hold	1,526	–	–	0.02%	124
2017 Q4	$241K	Buy	1,526 +1	+0.1%	+$154	0.02%	114
2017 Q3	$228K	Hold	1,525	–	–	0.02%	111
2017 Q2	$220K	Hold	1,525	–	–	0.02%	112
2017 Q1	$213K	Sell	1,525 -40	-3%	-$5.52K	0.02%	110
2016 Q4	$208K	Hold	1,565	–	–	0.02%	108
2016 Q3	$201K	Buy	+1,565	New	+$200K	0.02%	109
2016 Q2	–	Sell	-2,510	Closed	-$303K	–	112
2016 Q1	$303K	Buy	+2,510	New	+$287K	0.04%	91
2015 Q3	–	Sell	-1,626	Closed	-$202K	–	117
2015 Q2	$202K	Hold	1,626	–	–	0.02%	112
2015 Q1	$201K	Buy	+1,626	New	+$200K	0.02%	111
2014 Q4	–	Sell	-1,726	Closed	-$202K	–	124
2014 Q3	$202K	Hold	1,726	–	–	0.03%	113
2014 Q2	$203K	Buy	+1,726	New	+$196K	0.03%	111

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JMPWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bingham Osborn & Scarborough's IWV Position: Q4 2020 in Review

Bingham Osborn & Scarborough sold out of iShares Russell 3000 ETF (IWV) in Q4 2020, closing a stake of 1,169 shares — an estimated $229K sold.

Bingham Osborn & Scarborough first reported a position in IWV in Q2 2014 and held it in 21 quarters. The position peaked at $303K in Q1 2016. 575 funds tracked by Wall St. Rank hold IWV as of Q4 2020.

Bingham Osborn & Scarborough reported no remaining iShares Russell 3000 ETF position as of Q4 2020 after selling out during the quarter.
Bingham Osborn & Scarborough sold 1,169 iShares Russell 3000 ETF shares in Q4 2020, an estimated $229K.
Bingham Osborn & Scarborough first reported a position in iShares Russell 3000 ETF in Q2 2014 and held it in 21 quarters.
Bingham Osborn & Scarborough's iShares Russell 3000 ETF position peaked at $303K in Q1 2016.
575 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2020, filed 11 Feb 2021.