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Braun-Bostich & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Braun-Bostich & Associates’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
2018
Q3 		– Sell
-503
Closed -$82K – 327
2018
Q2 		$82K Sell
503
-4,106
-89% -$660K 0.08% 153
2018
Q1 		$721K Sell
4,609
-246
-5% -$39.7K 0.62% 46
2017
Q4 		$768K Buy
+4,855
New +$749K 0.65% 39

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 $239M AUM 19.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Braun-Bostich & Associates's IWV Position: Q3 2018 in Review

Braun-Bostich & Associates sold out of iShares Russell 3000 ETF (IWV) in Q3 2018, closing a stake of 503 shares — an estimated $82K sold.

Braun-Bostich & Associates first reported a position in IWV in Q4 2017 and held it in 3 quarters. The position peaked at $768K in Q4 2017. 426 funds tracked by Wall St. Rank hold IWV as of Q3 2018.

  • Braun-Bostich & Associates reported no remaining iShares Russell 3000 ETF position as of Q3 2018 after selling out during the quarter.
  • Braun-Bostich & Associates sold 503 iShares Russell 3000 ETF shares in Q3 2018, an estimated $82K.
  • Braun-Bostich & Associates first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 3 quarters.
  • Braun-Bostich & Associates's iShares Russell 3000 ETF position peaked at $768K in Q4 2017.
  • 426 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2018.

Based on Braun-Bostich & Associates's 13F filing for Q3 2018, filed 14 Nov 2018.