HL Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

HL Financial Services’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 Q2	–	Sell	-1,922	Closed	-$232K	–	672
2016 Q1	$232K	Hold	1,922	–	–	0.01%	580
2015 Q4	$231K	Hold	1,922	–	–	0.01%	584
2015 Q3	$219K	Sell	1,922 -78	-4%	-$9.44K	0.01%	577
2015 Q2	$248K	Hold	2,000	–	–	0.01%	596
2015 Q1	$248K	Hold	2,000	–	–	0.01%	607
2014 Q4	$245K	Hold	2,000	–	–	0.01%	610
2014 Q3	$234K	Hold	2,000	–	–	0.01%	618
2014 Q2	$235K	Hold	2,000	–	–	0.01%	622
2014 Q1	$225K	Hold	2,000	–	–	0.01%	600
2013 Q4	$221K	Hold	2,000	–	–	0.01%	577
2013 Q3	$202K	Buy	+2,000	New	+$200K	0.01%	549

Other funds holding IWV

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

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

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

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return