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Oak Point Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		– Sell
-4,587
Closed -$730K – 226
2017
Q4 		$730K Buy
+4,587
New +$707K 0.72% 44

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Point Wealth Management's IWV Position: Q1 2018 in Review

Oak Point Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2018, closing a stake of 4,587 shares — an estimated $730K sold.

Oak Point Wealth Management first reported a position in IWV in Q4 2017 and held it in 1 quarter. The position peaked at $730K in Q4 2017. 420 funds tracked by Wall St. Rank hold IWV as of Q1 2018.

  • Oak Point Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 4,587 iShares Russell 3000 ETF shares in Q1 2018, an estimated $730K.
  • Oak Point Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's iShares Russell 3000 ETF position peaked at $730K in Q4 2017.
  • 420 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.