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New England Securities’s iShares Russell 3000 ETF IWV Stock Holding History

New England Securities’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
2014
Q4 		$22K Hold
180
– – 0.01% 845
2014
Q3 		$21K Buy
+180
New +$21.2K 0.01% 895

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New England Securities's IWV Position: Q4 2014 in Review

New England Securities held its iShares Russell 3000 ETF (IWV) position steady in Q4 2014 at 180 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #845.

New England Securities first reported a position in IWV in Q3 2014 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold IWV as of Q4 2014.

  • New England Securities held 180 shares of iShares Russell 3000 ETF worth $22K as of Q4 2014.
  • New England Securities left its iShares Russell 3000 ETF share count unchanged in Q4 2014.
  • iShares Russell 3000 ETF made up 0.01% of New England Securities's portfolio in Q4 2014, its #845 holding.
  • New England Securities first reported a position in iShares Russell 3000 ETF in Q3 2014 and has held it in 2 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.