Pinnacle Family Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Pinnacle Family 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	-2,435	Closed	-$406K	–	82
2019 Q1	$406K	Sell	2,435 -1,085	-31%	-$174K	0.36%	50
2018 Q4	$517K	Sell	3,520 -660	-16%	-$105K	0.35%	43
2018 Q3	$720K	Buy	4,180 +1,395	+50%	+$236K	0.38%	39
2018 Q2	$452K	Sell	2,785 -3,500	-56%	-$563K	0.24%	52
2018 Q1	$983K	Buy	6,285 +2,945	+88%	+$476K	0.56%	31
2017 Q4	$528K	Sell	3,340 -195	-6%	-$30.1K	0.24%	55
2017 Q3	$528K	Buy	3,535 +355	+11%	+$51.8K	0.25%	52
2017 Q2	$458K	Sell	3,180 -2,870	-47%	-$408K	0.26%	49
2017 Q1	$846K	Buy	6,050 +760	+14%	+$105K	0.52%	39
2016 Q4	$703K	Buy	+5,290	New	+$686K	0.43%	47

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Family Advisors's IWV Position: Q2 2019 in Review

Pinnacle Family Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2019, closing a stake of 2,435 shares — an estimated $406K sold.

Pinnacle Family Advisors first reported a position in IWV in Q4 2016 and held it in 10 quarters. The position peaked at $983K in Q1 2018. 453 funds tracked by Wall St. Rank hold IWV as of Q2 2019.

Pinnacle Family Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2019 after selling out during the quarter.
Pinnacle Family Advisors sold 2,435 iShares Russell 3000 ETF shares in Q2 2019, an estimated $406K.
Pinnacle Family Advisors first reported a position in iShares Russell 3000 ETF in Q4 2016 and held it in 10 quarters.
Pinnacle Family Advisors's iShares Russell 3000 ETF position peaked at $983K in Q1 2018.
453 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2019.

Based on Pinnacle Family Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.