Mader & Shannon Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Mader & Shannon Wealth Management’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	-56,964	Closed	-$7.97M	–	19
2017 Q1	$7.97M	Buy	+56,964	New	+$7.87M	5.72%	6
2016 Q3	–	Sell	-144,403	Closed	-$17.9M	–	24
2016 Q2	$17.9M	Buy	+144,403	New	+$17.6M	12.85%	4

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Mader & Shannon Wealth Management's IWV Position: Q2 2017 in Review

Mader & Shannon Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2017, closing a stake of 56,964 shares — an estimated $7.97M sold.

Mader & Shannon Wealth Management first reported a position in IWV in Q2 2016 and held it in 2 quarters. The position peaked at $17.9M in Q2 2016. 353 funds tracked by Wall St. Rank hold IWV as of Q2 2017.

Mader & Shannon Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q2 2017 after selling out during the quarter.
Mader & Shannon Wealth Management sold 56,964 iShares Russell 3000 ETF shares in Q2 2017, an estimated $7.97M.
Mader & Shannon Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2016 and held it in 2 quarters.
Mader & Shannon Wealth Management's iShares Russell 3000 ETF position peaked at $17.9M in Q2 2016.
353 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2017.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.