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Brandywine Oak Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-31
Closed -$4K – 424
2018
Q4 		$4K Buy
+31
New +$4.92K ﹤0.01% 583

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brandywine Oak Private Wealth's IWV Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares Russell 3000 ETF (IWV) in Q1 2019, closing a stake of 31 shares — an estimated $4K sold.

Brandywine Oak Private Wealth first reported a position in IWV in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 454 funds tracked by Wall St. Rank hold IWV as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares Russell 3000 ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 31 iShares Russell 3000 ETF shares in Q1 2019, an estimated $4K.
  • Brandywine Oak Private Wealth first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares Russell 3000 ETF position peaked at $4K in Q4 2018.
  • 454 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.