Insight Capital Research & Management’s iShares Russell 3000 ETF IWV Stock Holding History

Insight Capital Research & 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	–	Sell	-13,300	Closed	-$1.6M	–	105
2015 Q4	$1.6M	Sell	13,300 -45,700	-77%	-$5.56M	0.47%	79
2015 Q3	$6.72M	Buy	+59,000	New	+$7.14M	2.03%	7
2015 Q1	–	Sell	-18,641	Closed	-$2.28M	–	128
2014 Q4	$2.28M	Buy	+18,641	New	+$2.22M	0.59%	75

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JMPWA

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

Insight Capital Research & Management's IWV Position: Q1 2016 in Review

Insight Capital Research & Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2016, closing a stake of 13,300 shares — an estimated $1.6M sold.

Insight Capital Research & Management first reported a position in IWV in Q4 2014 and held it in 3 quarters. The position peaked at $6.72M in Q3 2015. 309 funds tracked by Wall St. Rank hold IWV as of Q1 2016.

Insight Capital Research & Management reported no remaining iShares Russell 3000 ETF position as of Q1 2016 after selling out during the quarter.
Insight Capital Research & Management sold 13,300 iShares Russell 3000 ETF shares in Q1 2016, an estimated $1.6M.
Insight Capital Research & Management first reported a position in iShares Russell 3000 ETF in Q4 2014 and held it in 3 quarters.
Insight Capital Research & Management's iShares Russell 3000 ETF position peaked at $6.72M in Q3 2015.
309 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2016.

Based on Insight Capital Research & Management's 13F filing for Q1 2016, filed 10 May 2016.