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Osborn Williams & Donohoe’s iShares Russell 3000 ETF IWV Stock Holding History

Osborn Williams & Donohoe’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
-1,523
Closed -$287K – 284
2019
Q4 		$287K Hold
1,523
– – 0.03% 273
2019
Q3 		$265K Hold
1,523
– – 0.03% 278
2019
Q2 		$263K Hold
1,523
– – 0.03% 286
2019
Q1 		$259K Buy
+1,523
New +$244K 0.03% 313

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osborn Williams & Donohoe's IWV Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of iShares Russell 3000 ETF (IWV) in Q1 2020, closing a stake of 1,523 shares — an estimated $287K sold.

Osborn Williams & Donohoe first reported a position in IWV in Q1 2019 and held it in 4 quarters. The position peaked at $287K in Q4 2019. 495 funds tracked by Wall St. Rank hold IWV as of Q1 2020.

  • Osborn Williams & Donohoe reported no remaining iShares Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 1,523 iShares Russell 3000 ETF shares in Q1 2020, an estimated $287K.
  • Osborn Williams & Donohoe first reported a position in iShares Russell 3000 ETF in Q1 2019 and held it in 4 quarters.
  • Osborn Williams & Donohoe's iShares Russell 3000 ETF position peaked at $287K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.