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Fiduciary Trust International’s iShares Russell 3000 ETF IWV Stock Holding History

Fiduciary Trust International’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
2020
Q2 		$20.6M Buy
114,220
+80,124
+235% +$13.6M 3.37% 6
2020
Q1 		$5.06M Buy
34,096
+3,599
+12% +$640K 0.94% 25
2019
Q4 		$5.75M Sell
30,497
-209
-0.7% -$37.7K 0.92% 30
2019
Q3 		$5.34M Buy
30,706
+76
+0.2% +$13.2K 1.1% 24
2019
Q2 		$5.28M Sell
30,630
-5,864
-16% -$995K 1.19% 22
2019
Q1 		$5.71M Buy
36,494
+2,128
+6% +$342K 1.43% 14
2018
Q4 		$5.05M Buy
34,366
+121
+0.4% +$19.2K 1.54% 14
2018
Q3 		$5.9M Sell
34,245
-1,969
-5% -$334K 1.69% 12
2018
Q2 		$5.88M Sell
36,214
-280
-0.8% -$45K 1.75% 11
2018
Q1 		$5.71M Buy
36,494
+66
+0.2% +$10.7K 1.42% 14
2017
Q4 		$5.76M Sell
36,428
-1,460
-4% -$225K 1.43% 13
2017
Q3 		$5.66M Sell
37,888
-7,423
-16% -$1.08M 1.46% 13
2017
Q2 		$6.53M Sell
45,311
-13,711
-23% -$1.95M 1.69% 12
2017
Q1 		$8.26M Sell
59,022
-5,414
-8% -$748K 2.77% 7
2016
Q4 		$8.57M Buy
64,436
+54,221
+531% +$7.03M 2.93% 7
2016
Q3 		$1.31M Sell
10,215
-56,509
-85% -$7.22M 1.12% 19
2016
Q2 		$8.28M Sell
66,724
-63
-0.1% -$7.7K 2.71% 6
2016
Q1 		$8.07M Sell
66,787
-3,161
-5% -$362K 2.65% 6
2015
Q4 		$8.41M Sell
69,948
-551
-0.8% -$67K 2.79% 6
2015
Q3 		$8.03M Sell
70,499
-3,339
-5% -$404K 2.71% 5
2015
Q2 		$9.15M Buy
73,838
+978
+1% +$123K 2.91% 5
2015
Q1 		$9.02M Buy
72,860
+3,362
+5% +$414K 2.67% 6
2014
Q4 		$8.5M Sell
69,498
-172
-0.2% -$20.5K 2.42% 6
2014
Q3 		$8.14M Sell
69,670
-42,823
-38% -$5.04M 2.4% 7
2014
Q2 		$13.2M Sell
112,493
-2,345
-2% -$267K 3.96% 5
2014
Q1 		$12.9M Sell
114,838
-2,348
-2% -$259K 3.63% 6
2013
Q4 		$13M Buy
117,186
+44,148
+60% +$4.69M 3.66% 6
2013
Q3 		$7.39M Sell
73,038
-215
-0.3% -$21.5K 2.47% 7
2013
Q2 		$7.06M Buy
+73,253
New +$7.01M 2.68% 5

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.55T AUM 33.47% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiduciary Trust International's IWV Position: Q2 2020 in Review

Fiduciary Trust International increased its iShares Russell 3000 ETF (IWV) stake by 235% in Q2 2020, buying an estimated $13.6M and bringing the position to 114,220 shares worth $20.6M. The position accounts for 3.37% of the portfolio, ranked #6.

Fiduciary Trust International first reported a position in IWV in Q2 2013 and has held it in 29 quarters since. 517 funds tracked by Wall St. Rank hold IWV as of Q2 2020.

  • Fiduciary Trust International held 114,220 shares of iShares Russell 3000 ETF worth $20.6M as of Q2 2020.
  • Fiduciary Trust International bought 80,124 iShares Russell 3000 ETF shares in Q2 2020, an estimated $13.6M.
  • iShares Russell 3000 ETF made up 3.37% of Fiduciary Trust International's portfolio in Q2 2020, its #6 holding.
  • Fiduciary Trust International first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 29 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2020.

Based on Fiduciary Trust International's 13F filing for Q2 2020, filed 11 Aug 2020.