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DRW Securities’s iShares Russell 3000 ETF IWV Stock Holding History

DRW Securities’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
2014
Q1 		– Sell
-32,405
Closed -$3.59M – 187
2013
Q4 		$3.59M Buy
+32,405
New +$3.44M 0.15% 25

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

DRW Securities's IWV Position: Q1 2014 in Review

DRW Securities sold out of iShares Russell 3000 ETF (IWV) in Q1 2014, closing a stake of 32,405 shares — an estimated $3.59M sold.

DRW Securities first reported a position in IWV in Q4 2013 and held it in 1 quarter. The position peaked at $3.59M in Q4 2013. 234 funds tracked by Wall St. Rank hold IWV as of Q1 2014.

  • DRW Securities reported no remaining iShares Russell 3000 ETF position as of Q1 2014 after selling out during the quarter.
  • DRW Securities sold 32,405 iShares Russell 3000 ETF shares in Q1 2014, an estimated $3.59M.
  • DRW Securities first reported a position in iShares Russell 3000 ETF in Q4 2013 and held it in 1 quarter.
  • DRW Securities's iShares Russell 3000 ETF position peaked at $3.59M in Q4 2013.
  • 234 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2014.

Based on DRW Securities's 13F filing for Q1 2014, filed 16 May 2014.