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Itau Unibanco Holding S.A.’s iShares Russell 3000 ETF IWV Stock Holding History

Itau Unibanco Holding S.A.’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
2017
Q2 		– Sell
-2,344
Closed -$328K – 717
2017
Q1 		$328K Hold
2,344
– – 0.04% 94
2016
Q4 		$312K Sell
2,344
-27
-1% -$3.5K 0.04% 95
2016
Q3 		$304K Buy
+2,371
New +$303K 0.03% 103

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Itau Unibanco Holding S.A.'s IWV Position: Q2 2017 in Review

Itau Unibanco Holding S.A. sold out of iShares Russell 3000 ETF (IWV) in Q2 2017, closing a stake of 2,344 shares — an estimated $328K sold.

Itau Unibanco Holding S.A. first reported a position in IWV in Q3 2016 and held it in 3 quarters. The position peaked at $328K in Q1 2017. 352 funds tracked by Wall St. Rank hold IWV as of Q2 2017.

  • Itau Unibanco Holding S.A. reported no remaining iShares Russell 3000 ETF position as of Q2 2017 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 2,344 iShares Russell 3000 ETF shares in Q2 2017, an estimated $328K.
  • Itau Unibanco Holding S.A. first reported a position in iShares Russell 3000 ETF in Q3 2016 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s iShares Russell 3000 ETF position peaked at $328K in Q1 2017.
  • 352 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2017.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2017, filed 14 Aug 2017.