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MACRO Consulting Group’s iShares Russell 3000 ETF IWV Stock Holding History

MACRO Consulting Group’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
Q3 		– Sell
-1,267
Closed -$220K – 61
2019
Q2 		$220K Sell
1,267
-749
-37% -$127K 0.19% 55
2019
Q1 		$338K Sell
2,016
-65
-3% -$10.4K 0.32% 43
2018
Q4 		$305K Buy
+2,081
New +$331K 0.3% 48

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MACRO Consulting Group's IWV Position: Q3 2019 in Review

MACRO Consulting Group sold out of iShares Russell 3000 ETF (IWV) in Q3 2019, closing a stake of 1,267 shares — an estimated $220K sold.

MACRO Consulting Group first reported a position in IWV in Q4 2018 and held it in 3 quarters. The position peaked at $338K in Q1 2019. 456 funds tracked by Wall St. Rank hold IWV as of Q3 2019.

  • MACRO Consulting Group reported no remaining iShares Russell 3000 ETF position as of Q3 2019 after selling out during the quarter.
  • MACRO Consulting Group sold 1,267 iShares Russell 3000 ETF shares in Q3 2019, an estimated $220K.
  • MACRO Consulting Group first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 3 quarters.
  • MACRO Consulting Group's iShares Russell 3000 ETF position peaked at $338K in Q1 2019.
  • 456 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2019.

Based on MACRO Consulting Group's 13F filing for Q3 2019, filed 6 Nov 2019.