LF
IWV icon

Lee Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Lee Financial’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
Q3 		– Sell
-6,777
Closed -$976K – 503
2017
Q2 		$976K Hold
6,777
– – 0.36% 66
2017
Q1 		$948K Hold
6,777
– – 0.38% 63
2016
Q4 		$901K Buy
+6,777
New +$879K 0.5% 51

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee Financial's IWV Position: Q3 2017 in Review

Lee Financial sold out of iShares Russell 3000 ETF (IWV) in Q3 2017, closing a stake of 6,777 shares — an estimated $976K sold.

Lee Financial first reported a position in IWV in Q4 2016 and held it in 3 quarters. The position peaked at $976K in Q2 2017. 358 funds tracked by Wall St. Rank hold IWV as of Q3 2017.

  • Lee Financial reported no remaining iShares Russell 3000 ETF position as of Q3 2017 after selling out during the quarter.
  • Lee Financial sold 6,777 iShares Russell 3000 ETF shares in Q3 2017, an estimated $976K.
  • Lee Financial first reported a position in iShares Russell 3000 ETF in Q4 2016 and held it in 3 quarters.
  • Lee Financial's iShares Russell 3000 ETF position peaked at $976K in Q2 2017.
  • 358 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2017.

Based on Lee Financial's 13F filing for Q3 2017, filed 7 Nov 2017.