Mountain Capital Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Mountain Capital Investment Advisors’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 Q4	–	Sell	-8,723	Closed	-$1.52M	–	48
2019 Q3	$1.52M	Hold	8,723	–	–	1.34%	13
2019 Q2	$1.5M	Hold	8,723	–	–	1.41%	13
2019 Q1	$1.45M	Hold	8,723	–	–	1.56%	12
2018 Q4	$1.28M	Hold	8,723	–	–	1.78%	10
2018 Q3	$1.5M	Hold	8,723	–	–	1.45%	12
2018 Q2	$1.42M	Hold	8,723	–	–	1.38%	12
2018 Q1	$1.36M	Hold	8,723	–	–	1.48%	12
2017 Q4	$1.38M	Hold	8,723	–	–	1.33%	15
2017 Q3	$1.3M	Hold	8,723	–	–	1.16%	13
2017 Q2	$1.26M	Buy	+8,723	New	+$1.24M	1.23%	9

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mountain Capital Investment Advisors's IWV Position: Q4 2019 in Review

Mountain Capital Investment Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2019, closing a stake of 8,723 shares — an estimated $1.52M sold.

Mountain Capital Investment Advisors first reported a position in IWV in Q2 2017 and held it in 10 quarters. The position peaked at $1.52M in Q3 2019. 514 funds tracked by Wall St. Rank hold IWV as of Q4 2019.

Mountain Capital Investment Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2019 after selling out during the quarter.
Mountain Capital Investment Advisors sold 8,723 iShares Russell 3000 ETF shares in Q4 2019, an estimated $1.52M.
Mountain Capital Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2017 and held it in 10 quarters.
Mountain Capital Investment Advisors's iShares Russell 3000 ETF position peaked at $1.52M in Q3 2019.
514 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2019.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.