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Miramar Fiduciary Corp’s iShares Russell 3000 ETF IWV Stock Holding History

Miramar Fiduciary Corp’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
-5,416
Closed -$796K – 13
2018
Q4 		$796K Buy
+5,416
New +$860K 0.85% 5

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SIM
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AQR Capital Management
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JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
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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

Miramar Fiduciary Corp's IWV Position: Q1 2019 in Review

Miramar Fiduciary Corp sold out of iShares Russell 3000 ETF (IWV) in Q1 2019, closing a stake of 5,416 shares — an estimated $796K sold.

Miramar Fiduciary Corp first reported a position in IWV in Q4 2018 and held it in 1 quarter. The position peaked at $796K in Q4 2018. 454 funds tracked by Wall St. Rank hold IWV as of Q1 2019.

  • Miramar Fiduciary Corp reported no remaining iShares Russell 3000 ETF position as of Q1 2019 after selling out during the quarter.
  • Miramar Fiduciary Corp sold 5,416 iShares Russell 3000 ETF shares in Q1 2019, an estimated $796K.
  • Miramar Fiduciary Corp first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 1 quarter.
  • Miramar Fiduciary Corp's iShares Russell 3000 ETF position peaked at $796K in Q4 2018.
  • 454 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2019.

Based on Miramar Fiduciary Corp's 13F filing for Q1 2019, filed 17 May 2021.