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Cooper/Haims Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Cooper/Haims Advisors’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
-1,468
Closed -$216K – 60
2018
Q4 		$216K Hold
1,468
– – 0.15% 55
2018
Q3 		$253K Hold
1,468
– – 0.17% 48
2018
Q2 		$238K Hold
1,468
– – 0.18% 48
2018
Q1 		$230K Hold
1,468
– – 0.2% 44
2017
Q4 		$232K Buy
+1,468
New +$226K 0.21% 41

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
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

Cooper/Haims Advisors's IWV Position: Q1 2019 in Review

Cooper/Haims Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2019, closing a stake of 1,468 shares — an estimated $216K sold.

Cooper/Haims Advisors first reported a position in IWV in Q4 2017 and held it in 5 quarters. The position peaked at $253K in Q3 2018. 454 funds tracked by Wall St. Rank hold IWV as of Q1 2019.

  • Cooper/Haims Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2019 after selling out during the quarter.
  • Cooper/Haims Advisors sold 1,468 iShares Russell 3000 ETF shares in Q1 2019, an estimated $216K.
  • Cooper/Haims Advisors first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 5 quarters.
  • Cooper/Haims Advisors's iShares Russell 3000 ETF position peaked at $253K in Q3 2018.
  • 454 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2019.

Based on Cooper/Haims Advisors's 13F filing for Q1 2019, filed 26 Apr 2019.