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National Planning Corporation’s iShares Russell 3000 ETF IWV Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-9,356
Closed -$1.4M – 331
2017
Q3 		$1.4M Sell
9,356
-8,549
-48% -$1.25M 0.12% 185
2017
Q2 		$2.59M Buy
17,905
+4,009
+29% +$570K 0.2% 120
2017
Q1 		$1.94M Buy
+13,896
New +$1.92M 0.15% 155
2016
Q3 		– Sell
-2,916
Closed -$371K – 685
2016
Q2 		$371K Sell
2,916
-1,358
-32% -$166K 0.03% 444
2016
Q1 		$517K Sell
4,274
-5,393
-56% -$617K 0.04% 347
2015
Q4 		$1.06M Buy
9,667
+5,393
+126% +$656K 0.09% 236
2015
Q3 		$532K Buy
4,274
+704
+20% +$85.2K 0.05% 332
2015
Q2 		$444K Buy
3,570
+53
+2% +$6.67K 0.04% 388
2015
Q1 		$438K Sell
3,517
-7,582
-68% -$934K 0.04% 394
2014
Q4 		$1.34M Sell
11,099
-384
-3% -$45.8K 0.09% 196
2014
Q3 		$1.34M Sell
11,483
-933
-8% -$110K 0.1% 195
2014
Q2 		$1.46M Buy
12,416
+501
+4% +$57K 0.11% 185
2014
Q1 		$1.35M Sell
11,915
-567
-5% -$62.6K 0.12% 178
2013
Q4 		$1.38M Sell
12,482
-850
-6% -$90.2K 0.12% 183
2013
Q3 		$1.36M Buy
13,332
+10,556
+380% +$1.06M 0.13% 169
2013
Q2 		$266K Buy
+2,776
New +$266K 0.03% 415

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Planning Corporation's IWV Position: Q4 2017 in Review

National Planning Corporation sold out of iShares Russell 3000 ETF (IWV) in Q4 2017, closing a stake of 9,356 shares — an estimated $1.4M sold.

National Planning Corporation first reported a position in IWV in Q2 2013 and held it in 16 quarters. The position peaked at $2.59M in Q2 2017. 427 funds tracked by Wall St. Rank hold IWV as of Q4 2017.

  • National Planning Corporation reported no remaining iShares Russell 3000 ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 9,356 iShares Russell 3000 ETF shares in Q4 2017, an estimated $1.4M.
  • National Planning Corporation first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 16 quarters.
  • National Planning Corporation's iShares Russell 3000 ETF position peaked at $2.59M in Q2 2017.
  • 427 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.