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Holistic Financial Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Holistic Financial 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
Q2 		– Sell
-360
Closed -$56K – 201
2018
Q1 		$56K Hold
360
– – 0.05% 181
2017
Q4 		$57K Buy
+360
New +$55.5K 0.05% 184

Other funds holding IWV

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SIM
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holistic Financial Partners's IWV Position: Q2 2018 in Review

Holistic Financial Partners sold out of iShares Russell 3000 ETF (IWV) in Q2 2018, closing a stake of 360 shares — an estimated $56K sold.

Holistic Financial Partners first reported a position in IWV in Q4 2017 and held it in 2 quarters. The position peaked at $57K in Q4 2017. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2018.

  • Holistic Financial Partners reported no remaining iShares Russell 3000 ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 360 iShares Russell 3000 ETF shares in Q2 2018, an estimated $56K.
  • Holistic Financial Partners first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's iShares Russell 3000 ETF position peaked at $57K in Q4 2017.
  • 424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.