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First Foundation Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

First Foundation 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
2015
Q2 		– Sell
-9,770
Closed -$1.21M – 256
2015
Q1 		$1.21M Buy
+9,770
New +$1.2M 0.1% 95

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

First Foundation Advisors's IWV Position: Q2 2015 in Review

First Foundation Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2015, closing a stake of 9,770 shares — an estimated $1.21M sold.

First Foundation Advisors first reported a position in IWV in Q1 2015 and held it in 1 quarter. The position peaked at $1.21M in Q1 2015. 282 funds tracked by Wall St. Rank hold IWV as of Q2 2015.

  • First Foundation Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2015 after selling out during the quarter.
  • First Foundation Advisors sold 9,770 iShares Russell 3000 ETF shares in Q2 2015, an estimated $1.21M.
  • First Foundation Advisors first reported a position in iShares Russell 3000 ETF in Q1 2015 and held it in 1 quarter.
  • First Foundation Advisors's iShares Russell 3000 ETF position peaked at $1.21M in Q1 2015.
  • 282 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2015.

Based on First Foundation Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.