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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 $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return