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MRA Associates USA’s iShares Russell 3000 ETF IWV Stock Holding History

MRA Associates USA’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
Q3 		$231K Hold
1,331
– – 0.91% 31
2019
Q2 		$229K Hold
1,331
– – 0.91% 34
2019
Q1 		$222K Hold
1,331
– – 0.39% 28
2018
Q4 		$196K Buy
+1,331
New +$211K 0.3% 28

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MRA Associates USA's IWV Position: Q3 2019 in Review

MRA Associates USA held its iShares Russell 3000 ETF (IWV) position steady in Q3 2019 at 1,331 shares worth $231K. The position accounts for 0.91% of the portfolio, ranked #31.

MRA Associates USA first reported a position in IWV in Q4 2018 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold IWV as of Q3 2019.

  • MRA Associates USA held 1,331 shares of iShares Russell 3000 ETF worth $231K as of Q3 2019.
  • MRA Associates USA left its iShares Russell 3000 ETF share count unchanged in Q3 2019.
  • iShares Russell 3000 ETF made up 0.91% of MRA Associates USA's portfolio in Q3 2019, its #31 holding.
  • MRA Associates USA first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 4 quarters since.
  • 457 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.