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Dynasty Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Dynasty Wealth 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
Q1 		– Sell
-1,990
Closed -$315K – 80
2017
Q4 		$315K Buy
+1,990
New +$307K 0.54% 58

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 $287B AUM 42.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dynasty Wealth Management's IWV Position: Q1 2018 in Review

Dynasty Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2018, closing a stake of 1,990 shares — an estimated $315K sold.

Dynasty Wealth Management first reported a position in IWV in Q4 2017 and held it in 1 quarter. The position peaked at $315K in Q4 2017. 420 funds tracked by Wall St. Rank hold IWV as of Q1 2018.

  • Dynasty Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,990 iShares Russell 3000 ETF shares in Q1 2018, an estimated $315K.
  • Dynasty Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's iShares Russell 3000 ETF position peaked at $315K in Q4 2017.
  • 420 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.