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Columbia Partners Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Columbia Partners Investment Management’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
Q2 		– Sell
-12,452
Closed -$1.95M – 185
2018
Q1 		$1.95M Hold
12,452
– – 0.25% 124
2017
Q4 		$1.97M Hold
12,452
– – 0.26% 116
2017
Q3 		$1.86M Hold
12,452
– – 0.24% 127
2017
Q2 		$1.79M Hold
12,452
– – 0.23% 125
2017
Q1 		$1.74M Hold
12,452
– – 0.22% 127
2016
Q4 		$1.66M Sell
12,452
-1,286
-9% -$167K 0.15% 188
2016
Q3 		$1.76M Sell
13,738
-1,566
-10% -$200K 0.14% 200
2016
Q2 		$1.9M Sell
15,304
-1,674
-10% -$205K 0.14% 205
2016
Q1 		$2.05M Buy
16,978
+1,064
+7% +$122K 0.15% 184
2015
Q4 		$1.91M Hold
15,914
– – 0.13% 190
2015
Q3 		$1.81M Sell
15,914
-3,986
-20% -$483K 0.13% 183
2015
Q2 		$2.47M Hold
19,900
– – 0.15% 169
2015
Q1 		$2.46M Sell
19,900
-2,381
-11% -$293K 0.13% 179
2014
Q4 		$2.72M Sell
22,281
-4,494
-17% -$536K 0.14% 179
2014
Q3 		$3.13M Hold
26,775
– – 0.16% 167
2014
Q2 		$3.15M Hold
26,775
– – 0.15% 184
2014
Q1 		$3.01M Hold
26,775
– – 0.13% 189
2013
Q4 		$2.96M Sell
26,775
-2,797
-9% -$297K 0.13% 185
2013
Q3 		$2.99M Hold
29,572
– – 0.13% 182
2013
Q2 		$2.85M Buy
+29,572
New +$2.83M 0.13% 189

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Columbia Partners Investment Management's IWV Position: Q2 2018 in Review

Columbia Partners Investment Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2018, closing a stake of 12,452 shares — an estimated $1.95M sold.

Columbia Partners Investment Management first reported a position in IWV in Q2 2013 and held it in 20 quarters. The position peaked at $3.15M in Q2 2014. 425 funds tracked by Wall St. Rank hold IWV as of Q2 2018.

  • Columbia Partners Investment Management reported no remaining iShares Russell 3000 ETF position as of Q2 2018 after selling out during the quarter.
  • Columbia Partners Investment Management sold 12,452 iShares Russell 3000 ETF shares in Q2 2018, an estimated $1.95M.
  • Columbia Partners Investment Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 20 quarters.
  • Columbia Partners Investment Management's iShares Russell 3000 ETF position peaked at $3.15M in Q2 2014.
  • 425 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2018.

Based on Columbia Partners Investment Management's 13F filing for Q2 2018, filed 12 Jul 2018.