KWA
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KCS Wealth Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-150
Closed -$26.1K – 276
2019
Q3 		$26.1K Buy
+150
New +$26K 0.02% 283

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KCS Wealth Advisory's IWV Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares Russell 3000 ETF (IWV) in Q4 2019, closing a stake of 150 shares — an estimated $26.1K sold.

KCS Wealth Advisory first reported a position in IWV in Q3 2019 and held it in 1 quarter. The position peaked at $26.1K in Q3 2019. 515 funds tracked by Wall St. Rank hold IWV as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares Russell 3000 ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 150 iShares Russell 3000 ETF shares in Q4 2019, an estimated $26.1K.
  • KCS Wealth Advisory first reported a position in iShares Russell 3000 ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares Russell 3000 ETF position peaked at $26.1K in Q3 2019.
  • 515 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.