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Citizens Business Bank’s iShares Russell 3000 ETF IWV Stock Holding History

Citizens Business Bank’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
2013
Q3 		– Sell
-9,665
Closed -$932K – 282
2013
Q2 		$932K Buy
+9,665
New +$925K 0.21% 120

Other funds holding IWV

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Citizens Business Bank's IWV Position: Q3 2013 in Review

Citizens Business Bank sold out of iShares Russell 3000 ETF (IWV) in Q3 2013, closing a stake of 9,665 shares — an estimated $932K sold.

Citizens Business Bank first reported a position in IWV in Q2 2013 and held it in 1 quarter. The position peaked at $932K in Q2 2013. 204 funds tracked by Wall St. Rank hold IWV as of Q3 2013.

  • Citizens Business Bank reported no remaining iShares Russell 3000 ETF position as of Q3 2013 after selling out during the quarter.
  • Citizens Business Bank sold 9,665 iShares Russell 3000 ETF shares in Q3 2013, an estimated $932K.
  • Citizens Business Bank first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 1 quarter.
  • Citizens Business Bank's iShares Russell 3000 ETF position peaked at $932K in Q2 2013.
  • 204 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2013.

Based on Citizens Business Bank's 13F filing for Q3 2013, filed 18 Nov 2022.