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Pinnacle Summer Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		$12K Buy
100
+50
+100% +$6.08K ﹤0.01% 533
2015
Q3 		$6K Hold
50
– – ﹤0.01% 809
2015
Q2 		$6K Hold
50
– – ﹤0.01% 592
2015
Q1 		$6K Hold
50
– – ﹤0.01% 848
2014
Q4 		$6K Hold
50
– – ﹤0.01% 869
2014
Q3 		$6K Hold
50
– – ﹤0.01% 880
2014
Q2 		$6K Hold
50
– – ﹤0.01% 818
2014
Q1 		$6K Hold
50
– – ﹤0.01% 773
2013
Q4 		$6K Sell
50
-1
-2% -$106 ﹤0.01% 783
2013
Q3 		$5K Hold
51
– – ﹤0.01% 770
2013
Q2 		$5K Buy
+51
New +$4.88K ﹤0.01% 702

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Pinnacle Summer Investments's IWV Position: Q4 2015 in Review

Pinnacle Summer Investments increased its iShares Russell 3000 ETF (IWV) stake by 100% in Q4 2015, buying an estimated $6.08K and bringing the position to 100 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Pinnacle Summer Investments first reported a position in IWV in Q2 2013 and has held it in 11 quarters since. 321 funds tracked by Wall St. Rank hold IWV as of Q4 2015.

  • Pinnacle Summer Investments held 100 shares of iShares Russell 3000 ETF worth $12K as of Q4 2015.
  • Pinnacle Summer Investments bought 50 iShares Russell 3000 ETF shares in Q4 2015, an estimated $6.08K.
  • iShares Russell 3000 ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #533 holding.
  • Pinnacle Summer Investments first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 11 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.