MI
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Markston International’s iShares Russell 3000 ETF IWV Stock Holding History

Markston International’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
Q1 		– Sell
-1,750
Closed -$257K – 157
2018
Q4 		$257K Buy
+1,750
New +$278K 0.03% 90
2018
Q3 		– Sell
-650
Closed -$109K – 173
2018
Q2 		$109K Buy
650
+50
+8% +$8.04K 0.01% 102
2018
Q1 		$94K Buy
+600
New +$96.9K 0.01% 114

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
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Markston International's IWV Position: Q1 2019 in Review

Markston International sold out of iShares Russell 3000 ETF (IWV) in Q1 2019, closing a stake of 1,750 shares — an estimated $257K sold.

Markston International first reported a position in IWV in Q1 2018 and held it in 3 quarters. The position peaked at $257K in Q4 2018. 454 funds tracked by Wall St. Rank hold IWV as of Q1 2019.

  • Markston International reported no remaining iShares Russell 3000 ETF position as of Q1 2019 after selling out during the quarter.
  • Markston International sold 1,750 iShares Russell 3000 ETF shares in Q1 2019, an estimated $257K.
  • Markston International first reported a position in iShares Russell 3000 ETF in Q1 2018 and held it in 3 quarters.
  • Markston International's iShares Russell 3000 ETF position peaked at $257K in Q4 2018.
  • 454 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2019.

Based on Markston International's 13F filing for Q1 2019, filed 10 May 2019.