Hefty Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Hefty Wealth Partners’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 Q1	–	Sell	-696	Closed	-$110K	–	262
2017 Q4	$110K	Sell	696 -139	-17%	-$21.4K	0.07%	101
2017 Q3	$125K	Sell	835 -131	-14%	-$19.1K	0.08%	89
2017 Q2	$139K	Sell	966 -6,066	-86%	-$862K	0.09%	83
2017 Q1	$983K	Sell	7,032 -256	-4%	-$35.3K	0.72%	54
2016 Q4	$969K	Buy	7,288 +1,839	+34%	+$238K	0.81%	41
2016 Q3	$698K	Buy	5,449 +434	+9%	+$55.4K	0.53%	61
2016 Q2	$621K	Buy	5,015 +2,295	+84%	+$281K	0.51%	65
2016 Q1	$328K	Buy	+2,720	New	+$311K	0.31%	79

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

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

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

JMPWA

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Hefty Wealth Partners's IWV Position: Q1 2018 in Review

Hefty Wealth Partners sold out of iShares Russell 3000 ETF (IWV) in Q1 2018, closing a stake of 696 shares — an estimated $110K sold.

Hefty Wealth Partners first reported a position in IWV in Q1 2016 and held it in 8 quarters. The position peaked at $983K in Q1 2017. 419 funds tracked by Wall St. Rank hold IWV as of Q1 2018.

Hefty Wealth Partners reported no remaining iShares Russell 3000 ETF position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 696 iShares Russell 3000 ETF shares in Q1 2018, an estimated $110K.
Hefty Wealth Partners first reported a position in iShares Russell 3000 ETF in Q1 2016 and held it in 8 quarters.
Hefty Wealth Partners's iShares Russell 3000 ETF position peaked at $983K in Q1 2017.
419 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.