FFW
IWV icon

Fusion Family Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Fusion Family Wealth’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
2019
Q1 		– Sell
-40
Closed -$6K – 197
2018
Q4 		$6K Hold
40
– – ﹤0.01% 198
2018
Q3 		$7K Sell
40
-42
-51% -$7.12K ﹤0.01% 203
2018
Q2 		$13K Hold
82
– – ﹤0.01% 203
2018
Q1 		$13K Hold
82
– – ﹤0.01% 189
2017
Q4 		$13K Hold
82
– – ﹤0.01% 201
2017
Q3 		$12K Hold
82
– – ﹤0.01% 146
2017
Q2 		$12K Sell
82
-35
-30% -$4.97K ﹤0.01% 196
2017
Q1 		$16K Hold
117
– – 0.01% 182
2016
Q4 		$15K Buy
+117
New +$15.2K 0.01% 213

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fusion Family Wealth's IWV Position: Q1 2019 in Review

Fusion Family Wealth sold out of iShares Russell 3000 ETF (IWV) in Q1 2019, closing a stake of 40 shares — an estimated $6K sold.

Fusion Family Wealth first reported a position in IWV in Q4 2016 and held it in 9 quarters. The position peaked at $16K in Q1 2017. 454 funds tracked by Wall St. Rank hold IWV as of Q1 2019.

  • Fusion Family Wealth reported no remaining iShares Russell 3000 ETF position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 40 iShares Russell 3000 ETF shares in Q1 2019, an estimated $6K.
  • Fusion Family Wealth first reported a position in iShares Russell 3000 ETF in Q4 2016 and held it in 9 quarters.
  • Fusion Family Wealth's iShares Russell 3000 ETF position peaked at $16K in Q1 2017.
  • 454 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.