Placemark Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Placemark 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
2014 Q4	$2.83M	Buy	23,144 +11,041	+91%	+$1.32M	0.05%	454
2014 Q3	$1.41M	Sell	12,103 -42	-0.3%	-$4.95K	0.03%	703
2014 Q2	$1.43M	Buy	12,145 +1,561	+15%	+$178K	0.03%	695
2014 Q1	$1.19M	Sell	10,584 -6,835	-39%	-$754K	0.02%	744
2013 Q4	$1.93M	Sell	17,419 -22,853	-57%	-$2.43M	0.03%	576
2013 Q3	$4.08M	Sell	40,272 -3,418	-8%	-$343K	0.08%	312
2013 Q2	$4.21M	Buy	+43,690	New	+$4.18M	0.09%	267

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Aviva London, United Kingdom $59.6B AUM 28.44% 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

Placemark Investments's IWV Position: Q4 2014 in Review

Placemark Investments increased its iShares Russell 3000 ETF (IWV) stake by 91% in Q4 2014, buying an estimated $1.32M and bringing the position to 23,144 shares worth $2.83M. The position accounts for 0.05% of the portfolio, ranked #454.

Placemark Investments first reported a position in IWV in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.21M in Q2 2013. 280 funds tracked by Wall St. Rank hold IWV as of Q4 2014.

Placemark Investments held 23,144 shares of iShares Russell 3000 ETF worth $2.83M as of Q4 2014.
Placemark Investments bought 11,041 iShares Russell 3000 ETF shares in Q4 2014, an estimated $1.32M.
iShares Russell 3000 ETF made up 0.05% of Placemark Investments's portfolio in Q4 2014, its #454 holding.
Placemark Investments first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's iShares Russell 3000 ETF position peaked at $4.21M in Q2 2013.
280 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.