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Gupta Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$61K Hold
502
– – 0.01% 405
2015
Q4 		$60K Hold
502
– – 0.02% 398
2015
Q3 		$57K Buy
502
+458
+1,041% +$55.4K 0.01% 424
2015
Q2 		$5K Buy
+44
New +$5.54K ﹤0.01% 1020

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Gupta Wealth Management's IWV Position: Q1 2016 in Review

Gupta Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2016 at 502 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #405.

Gupta Wealth Management first reported a position in IWV in Q2 2015 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold IWV as of Q1 2016.

  • Gupta Wealth Management held 502 shares of iShares Russell 3000 ETF worth $61K as of Q1 2016.
  • Gupta Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q1 2016.
  • iShares Russell 3000 ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #405 holding.
  • Gupta Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2015 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.