HFA
IWV icon

High Falls Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

High Falls 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
2016
Q3 		– Sell
-302
Closed -$36K – 109
2016
Q2 		$36K Hold
302
– – 0.01% 114
2016
Q1 		$36K Hold
302
– – 0.01% 115
2015
Q4 		$36K Buy
+302
New +$36.7K 0.01% 114

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

High Falls Advisors's IWV Position: Q3 2016 in Review

High Falls Advisors sold out of iShares Russell 3000 ETF (IWV) in Q3 2016, closing a stake of 302 shares — an estimated $36K sold.

High Falls Advisors first reported a position in IWV in Q4 2015 and held it in 3 quarters. The position peaked at $36K in Q2 2016. 308 funds tracked by Wall St. Rank hold IWV as of Q3 2016.

  • High Falls Advisors reported no remaining iShares Russell 3000 ETF position as of Q3 2016 after selling out during the quarter.
  • High Falls Advisors sold 302 iShares Russell 3000 ETF shares in Q3 2016, an estimated $36K.
  • High Falls Advisors first reported a position in iShares Russell 3000 ETF in Q4 2015 and held it in 3 quarters.
  • High Falls Advisors's iShares Russell 3000 ETF position peaked at $36K in Q2 2016.
  • 308 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2016.

Based on High Falls Advisors's 13F filing for Q3 2016, filed 16 Nov 2016.