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Parkside Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Parkside 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
2016
Q1 		– Sell
-2,759
Closed -$314K – 36
2015
Q4 		$314K Hold
2,759
– – 0.23% 26
2015
Q3 		$314K Buy
+2,759
New +$334K 0.23% 26

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $67.9B AUM 39.2% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Parkside Advisors's IWV Position: Q1 2016 in Review

Parkside Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2016, closing a stake of 2,759 shares — an estimated $314K sold.

Parkside Advisors first reported a position in IWV in Q3 2015 and held it in 2 quarters. The position peaked at $314K in Q4 2015. 311 funds tracked by Wall St. Rank hold IWV as of Q1 2016.

  • Parkside Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2016 after selling out during the quarter.
  • Parkside Advisors sold 2,759 iShares Russell 3000 ETF shares in Q1 2016, an estimated $314K.
  • Parkside Advisors first reported a position in iShares Russell 3000 ETF in Q3 2015 and held it in 2 quarters.
  • Parkside Advisors's iShares Russell 3000 ETF position peaked at $314K in Q4 2015.
  • 311 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2016.

Based on Parkside Advisors's 13F filing for Q1 2016, filed 7 Apr 2016.