Boys Arnold & Co’s iShares Russell 3000 ETF IWV Stock Holding History

Boys Arnold & Co’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 Q2	–	Sell	-2,399	Closed	-$356K	–	115
2020 Q1	$356K	Sell	2,399 -25	-1%	-$4.45K	0.06%	191
2019 Q4	$457K	Buy	+2,424	New	+$437K	0.06%	209
2019 Q1	–	Sell	-2,420	Closed	-$352K	–	274
2018 Q4	$352K	Sell	2,420 -425	-15%	-$67.5K	0.06%	216
2018 Q3	$491K	Hold	2,845	–	–	0.07%	202
2018 Q2	$462K	Hold	2,845	–	–	0.07%	211
2018 Q1	$450K	Buy	2,845 +35	+1%	+$5.65K	0.07%	215
2017 Q4	$444K	Buy	+2,810	New	+$433K	0.07%	221

Other funds holding IWV

SCM

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boys Arnold & Co's IWV Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares Russell 3000 ETF (IWV) in Q2 2020, closing a stake of 2,399 shares — an estimated $356K sold.

Boys Arnold & Co first reported a position in IWV in Q4 2017 and held it in 7 quarters. The position peaked at $491K in Q3 2018. 517 funds tracked by Wall St. Rank hold IWV as of Q2 2020.

Boys Arnold & Co reported no remaining iShares Russell 3000 ETF position as of Q2 2020 after selling out during the quarter.
Boys Arnold & Co sold 2,399 iShares Russell 3000 ETF shares in Q2 2020, an estimated $356K.
Boys Arnold & Co first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 7 quarters.
Boys Arnold & Co's iShares Russell 3000 ETF position peaked at $491K in Q3 2018.
517 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.