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Fulton Bank’s iShares Russell 3000 ETF IWV Stock Holding History

Fulton Bank’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
Q2 		– Sell
-2,400
Closed -$376K – 448
2018
Q1 		$376K Hold
2,400
– – 0.03% 333
2017
Q4 		$380K Hold
2,400
– – 0.03% 325
2017
Q3 		$358K Sell
2,400
-75
-3% -$10.9K 0.03% 335
2017
Q2 		$356K Sell
2,475
-65
-3% -$9.24K 0.03% 324
2017
Q1 		$355K Sell
2,540
-135
-5% -$18.6K 0.03% 318
2016
Q4 		$356K Hold
2,675
– – 0.03% 305
2016
Q3 		$343K Buy
2,675
+285
+12% +$36.4K 0.03% 320
2016
Q2 		$297K Hold
2,390
– – 0.03% 325
2016
Q1 		$289K Sell
2,390
-135
-5% -$15.4K 0.03% 324
2015
Q4 		$304K Hold
2,525
– – 0.03% 279
2015
Q3 		$287K Hold
2,525
– – 0.03% 285
2015
Q2 		$313K Sell
2,525
-110
-4% -$13.8K 0.03% 281
2015
Q1 		$326K Hold
2,635
– – 0.03% 270
2014
Q4 		$322K Hold
2,635
– – 0.04% 264
2014
Q3 		$308K Sell
2,635
-705
-21% -$83.1K 0.04% 257
2014
Q2 		$393K Hold
3,340
– – 0.04% 227
2014
Q1 		$375K Hold
3,340
– – 0.04% 228
2013
Q4 		$370K Hold
3,340
– – 0.04% 230
2013
Q3 		$338K Hold
3,340
– – 0.04% 241
2013
Q2 		$322K Buy
+3,340
New +$320K 0.04% 225

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fulton Bank's IWV Position: Q2 2018 in Review

Fulton Bank sold out of iShares Russell 3000 ETF (IWV) in Q2 2018, closing a stake of 2,400 shares — an estimated $376K sold.

Fulton Bank first reported a position in IWV in Q2 2013 and held it in 20 quarters. The position peaked at $393K in Q2 2014. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2018.

  • Fulton Bank reported no remaining iShares Russell 3000 ETF position as of Q2 2018 after selling out during the quarter.
  • Fulton Bank sold 2,400 iShares Russell 3000 ETF shares in Q2 2018, an estimated $376K.
  • Fulton Bank first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 20 quarters.
  • Fulton Bank's iShares Russell 3000 ETF position peaked at $393K in Q2 2014.
  • 424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2018.

Based on Fulton Bank's 13F filing for Q2 2018, filed 10 Jul 2018.