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Intersect Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Intersect Capital’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
2015
Q2 		– Sell
-19
Closed -$2K – 237
2015
Q1 		$2K Hold
19
– – ﹤0.01% 418
2014
Q4 		$2K Buy
+19
New +$2.27K ﹤0.01% 425

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Intersect Capital's IWV Position: Q2 2015 in Review

Intersect Capital sold out of iShares Russell 3000 ETF (IWV) in Q2 2015, closing a stake of 19 shares — an estimated $2K sold.

Intersect Capital first reported a position in IWV in Q4 2014 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 281 funds tracked by Wall St. Rank hold IWV as of Q2 2015.

  • Intersect Capital reported no remaining iShares Russell 3000 ETF position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 19 iShares Russell 3000 ETF shares in Q2 2015, an estimated $2K.
  • Intersect Capital first reported a position in iShares Russell 3000 ETF in Q4 2014 and held it in 2 quarters.
  • Intersect Capital's iShares Russell 3000 ETF position peaked at $2K in Q1 2015.
  • 281 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.