MYCIO Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-9,535	Closed	-$1.8M	–	217
2019 Q4	$1.8M	Buy	9,535 +1,678	+21%	+$302K	0.12%	80
2019 Q3	$1.36M	Buy	7,857 +3,300	+72%	+$572K	0.1%	89
2019 Q2	$785K	Buy	4,557 +21	+0.5%	+$3.56K	0.06%	127
2019 Q1	$756K	Buy	4,536 +16	+0.4%	+$2.57K	0.06%	127
2018 Q4	$664K	Buy	4,520 +42	+0.9%	+$6.67K	0.06%	132
2018 Q3	$772K	Buy	4,478 +469	+12%	+$79.4K	0.07%	117
2018 Q2	$651K	Buy	+4,009	New	+$644K	0.07%	130
2017 Q4	–	Sell	-1,694	Closed	-$253K	–	256
2017 Q3	$253K	Buy	+1,694	New	+$247K	0.03%	213
2015 Q4	–	Sell	-10	Closed	-$1K	–	774
2015 Q3	$1K	Buy	+10	New	+$1.21K	﹤0.01%	811

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MYCIO Wealth Partners's IWV Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Russell 3000 ETF (IWV) in Q1 2020, closing a stake of 9,535 shares — an estimated $1.8M sold.

MYCIO Wealth Partners first reported a position in IWV in Q3 2015 and held it in 9 quarters. The position peaked at $1.8M in Q4 2019. 495 funds tracked by Wall St. Rank hold IWV as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 9,535 iShares Russell 3000 ETF shares in Q1 2020, an estimated $1.8M.
MYCIO Wealth Partners first reported a position in iShares Russell 3000 ETF in Q3 2015 and held it in 9 quarters.
MYCIO Wealth Partners's iShares Russell 3000 ETF position peaked at $1.8M in Q4 2019.
495 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.