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

Nisa 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
Q2 		– Sell
-42,850
Closed -$7.14M – 2032
2019
Q1 		$7.14M Buy
42,850
+250
+0.6% +$40.1K 0.07% 273
2018
Q4 		$6.26M Buy
+42,600
New +$6.77M 0.07% 269

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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

Nisa Investment Advisors's IWV Position: Q2 2019 in Review

Nisa Investment Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2019, closing a stake of 42,850 shares — an estimated $7.14M sold.

Nisa Investment Advisors first reported a position in IWV in Q4 2018 and held it in 2 quarters. The position peaked at $7.14M in Q1 2019. 453 funds tracked by Wall St. Rank hold IWV as of Q2 2019.

  • Nisa Investment Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2019 after selling out during the quarter.
  • Nisa Investment Advisors sold 42,850 iShares Russell 3000 ETF shares in Q2 2019, an estimated $7.14M.
  • Nisa Investment Advisors first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 2 quarters.
  • Nisa Investment Advisors's iShares Russell 3000 ETF position peaked at $7.14M in Q1 2019.
  • 453 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2019.

Based on Nisa Investment Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.