MGO One Seven’s iShares Russell 3000 ETF IWV Stock Holding History

MGO One Seven’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	-355	Closed	-$52K	–	1027
2018 Q4	$52K	Buy	+355	New	+$56.4K	0.02%	624
2018 Q1	$27K	Buy	175 +50	+40%	+$8.08K	0.01%	780
2017 Q4	$20K	Buy	+125	New	+$19.3K	0.01%	866

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MGO One Seven's IWV Position: Q1 2019 in Review

MGO One Seven sold out of iShares Russell 3000 ETF (IWV) in Q1 2019, closing a stake of 355 shares — an estimated $52K sold.

MGO One Seven first reported a position in IWV in Q4 2017 and held it in 3 quarters. The position peaked at $52K in Q4 2018. 455 funds tracked by Wall St. Rank hold IWV as of Q1 2019.

MGO One Seven reported no remaining iShares Russell 3000 ETF position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 355 iShares Russell 3000 ETF shares in Q1 2019, an estimated $52K.
MGO One Seven first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 3 quarters.
MGO One Seven's iShares Russell 3000 ETF position peaked at $52K in Q4 2018.
455 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.