Commonwealth Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

Commonwealth Financial Services’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
2017 Q1	$2K	Buy	+17	New	+$2.35K	﹤0.01%	255

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Financial Services's IWV Position: Q1 2017 in Review

Commonwealth Financial Services opened a new position in iShares Russell 3000 ETF (IWV) in Q1 2017: 17 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #255 among its holdings.

345 funds tracked by Wall St. Rank hold IWV as of Q1 2017.

Commonwealth Financial Services held 17 shares of iShares Russell 3000 ETF worth $2K as of Q1 2017.
iShares Russell 3000 ETF was a new Commonwealth Financial Services position in Q1 2017.
iShares Russell 3000 ETF made up ﹤0.01% of Commonwealth Financial Services's portfolio in Q1 2017, its #255 holding.
345 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.