PVH
IWV icon

Psagot Value Holdings’s iShares Russell 3000 ETF IWV Stock Holding History

Psagot Value Holdings’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 		– Sell
-218
Closed -$25K – 387
2015
Q3 		$25K Hold
218
– – ﹤0.01% 318
2015
Q2 		$27K Buy
+218
New +$27.4K ﹤0.01% 331
2014
Q3 		– Sell
-1,392
Closed -$164K – 406
2014
Q2 		$164K Hold
1,392
– – 0.01% 250
2014
Q1 		$156K Sell
1,392
-2,687
-66% -$297K 0.01% 277
2013
Q4 		$451K Sell
4,079
-465
-10% -$49.3K 0.02% 209
2013
Q3 		$460K Hold
4,544
– – 0.02% 219
2013
Q2 		$438K Buy
+4,544
New +$435K 0.02% 188

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $1.76B AUM 18.21% 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 $376B AUM 19.32% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return