PWAG
IWV icon

Polaris Wealth Advisory Group’s iShares Russell 3000 ETF IWV Stock Holding History

Polaris Wealth Advisory Group’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
Q1 		– Sell
-14,910
Closed -$2.19M – 159
2018
Q4 		$2.19M Buy
14,910
+821
+6% +$130K 0.21% 69
2018
Q3 		$2.43M Buy
14,089
+971
+7% +$164K 0.17% 84
2018
Q2 		$2.05M Hold
13,118
– – 0.17% 74
2018
Q1 		$2.05M Sell
13,118
-17,148
-57% -$2.77M 0.17% 76
2017
Q4 		$4.79M Sell
30,266
-1,295
-4% -$200K 0.39% 57
2017
Q3 		$4.71M Buy
31,561
+12,728
+68% +$1.86M 0.41% 58
2017
Q2 		$2.71M Buy
18,833
+2,600
+16% +$370K 0.31% 53
2017
Q1 		$2.27M Sell
16,233
-1,038
-6% -$143K 0.25% 60
2016
Q4 		$2.3M Sell
17,271
-298
-2% -$38.6K 0.27% 59
2016
Q3 		$2.25M Buy
17,569
+1,336
+8% +$171K 0.27% 57
2016
Q2 		$2.01M Buy
16,233
+1,797
+12% +$220K 0.31% 45
2016
Q1 		$1.75M Sell
14,436
-8,645
-37% -$989K 0.27% 48
2015
Q4 		$2.78M Buy
23,081
+4,794
+26% +$583K 0.45% 48
2015
Q3 		$2.08M Buy
18,287
+971
+6% +$118K 0.43% 45
2015
Q2 		$2.15M Sell
17,316
-4,104
-19% -$517K 0.43% 46
2015
Q1 		$2.65M Sell
21,420
-2,225
-9% -$274K 0.48% 55
2014
Q4 		$2.89M Buy
23,645
+8,367
+55% +$999K 0.59% 53
2014
Q3 		$1.78M Buy
+15,278
New +$1.8M 0.4% 46

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Polaris Wealth Advisory Group's IWV Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of iShares Russell 3000 ETF (IWV) in Q1 2019, closing a stake of 14,910 shares — an estimated $2.19M sold.

Polaris Wealth Advisory Group first reported a position in IWV in Q3 2014 and held it in 18 quarters. The position peaked at $4.79M in Q4 2017. 454 funds tracked by Wall St. Rank hold IWV as of Q1 2019.

  • Polaris Wealth Advisory Group reported no remaining iShares Russell 3000 ETF position as of Q1 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 14,910 iShares Russell 3000 ETF shares in Q1 2019, an estimated $2.19M.
  • Polaris Wealth Advisory Group first reported a position in iShares Russell 3000 ETF in Q3 2014 and held it in 18 quarters.
  • Polaris Wealth Advisory Group's iShares Russell 3000 ETF position peaked at $4.79M in Q4 2017.
  • 454 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.