Great Lakes Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Great Lakes 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
2020 Q1	–	Sell	-2,515	Closed	-$474K	–	560
2019 Q4	$474K	Buy	+2,515	New	+$453K	0.01%	452
2019 Q1	–	Sell	-1,500	Closed	-$220K	–	596
2018 Q4	$220K	Buy	+1,500	New	+$238K	0.01%	521
2016 Q1	–	Sell	-4,733	Closed	-$569K	–	574
2015 Q4	$569K	Buy	+4,733	New	+$575K	0.02%	406
2015 Q1	–	Sell	-2,608	Closed	-$319K	–	540
2014 Q4	$319K	Buy	+2,608	New	+$311K	0.01%	467

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Great Lakes Advisors's IWV Position: Q1 2020 in Review

Great Lakes Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2020, closing a stake of 2,515 shares — an estimated $474K sold.

Great Lakes Advisors first reported a position in IWV in Q4 2014 and held it in 4 quarters. The position peaked at $569K in Q4 2015. 495 funds tracked by Wall St. Rank hold IWV as of Q1 2020.

Great Lakes Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
Great Lakes Advisors sold 2,515 iShares Russell 3000 ETF shares in Q1 2020, an estimated $474K.
Great Lakes Advisors first reported a position in iShares Russell 3000 ETF in Q4 2014 and held it in 4 quarters.
Great Lakes Advisors's iShares Russell 3000 ETF position peaked at $569K in Q4 2015.
495 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2020.

Based on Great Lakes Advisors's 13F filing for Q1 2020, filed 8 May 2020.