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Greenleaf Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Greenleaf Trust’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
Q3 		– Sell
-4,493
Closed -$729K – 544
2018
Q2 		$729K Buy
+4,493
New +$722K 0.01% 204

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 $291M AUM 20.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Greenleaf Trust's IWV Position: Q3 2018 in Review

Greenleaf Trust sold out of iShares Russell 3000 ETF (IWV) in Q3 2018, closing a stake of 4,493 shares — an estimated $729K sold.

Greenleaf Trust first reported a position in IWV in Q2 2018 and held it in 1 quarter. The position peaked at $729K in Q2 2018. 426 funds tracked by Wall St. Rank hold IWV as of Q3 2018.

  • Greenleaf Trust reported no remaining iShares Russell 3000 ETF position as of Q3 2018 after selling out during the quarter.
  • Greenleaf Trust sold 4,493 iShares Russell 3000 ETF shares in Q3 2018, an estimated $729K.
  • Greenleaf Trust first reported a position in iShares Russell 3000 ETF in Q2 2018 and held it in 1 quarter.
  • Greenleaf Trust's iShares Russell 3000 ETF position peaked at $729K in Q2 2018.
  • 426 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2018.

Based on Greenleaf Trust's 13F filing for Q3 2018, filed 29 Oct 2018.