Guidant Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Guidant Wealth 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
2019 Q3	$105K	Hold	604	–	–	0.04%	138
2019 Q2	$104K	Buy	604 +2	+0.3%	+$339	0.04%	141
2019 Q1	$100K	Buy	602 +467	+346%	+$75K	0.04%	144
2018 Q4	$19K	Buy	+135	New	+$21.4K	0.01%	171
2017 Q3	–	Sell	-135	Closed	-$19K	–	213
2017 Q2	$19K	Hold	135	–	–	0.01%	158
2017 Q1	$18K	Sell	135 -456	-77%	-$63K	0.01%	141
2016 Q4	$80K	Hold	591	–	–	0.05%	84
2016 Q3	$75K	Buy	+591	New	+$75.5K	0.05%	85

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 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

Guidant Wealth Advisors's IWV Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2019 at 604 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #138.

Guidant Wealth Advisors first reported a position in IWV in Q3 2016 and has held it in 8 quarters since. 456 funds tracked by Wall St. Rank hold IWV as of Q3 2019.

Guidant Wealth Advisors held 604 shares of iShares Russell 3000 ETF worth $105K as of Q3 2019.
Guidant Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2019.
iShares Russell 3000 ETF made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #138 holding.
Guidant Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q3 2016 and has held it in 8 quarters since.
456 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.