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FIC Capital’s iShares Russell 3000 ETF IWV Stock Holding History

FIC Capital’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
Q3 		$336K Hold
2,250
– – 0.13% 98
2017
Q2 		$324K Hold
2,250
– – 0.13% 97
2017
Q1 		$315K Buy
+2,250
New +$311K 0.14% 92

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
P
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FIC Capital's IWV Position: Q3 2017 in Review

FIC Capital held its iShares Russell 3000 ETF (IWV) position steady in Q3 2017 at 2,250 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #98.

FIC Capital first reported a position in IWV in Q1 2017 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold IWV as of Q3 2017.

  • FIC Capital held 2,250 shares of iShares Russell 3000 ETF worth $336K as of Q3 2017.
  • FIC Capital left its iShares Russell 3000 ETF share count unchanged in Q3 2017.
  • iShares Russell 3000 ETF made up 0.13% of FIC Capital's portfolio in Q3 2017, its #98 holding.
  • FIC Capital first reported a position in iShares Russell 3000 ETF in Q1 2017 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2017.

Based on FIC Capital's 13F filing for Q3 2017, filed 14 Nov 2017.