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QCI Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

QCI Asset Management’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
-1,553
Closed -$228K – 636
2018
Q4 		$228K Hold
1,553
– – 0.03% 118
2018
Q3 		$268K Buy
+1,553
New +$263K 0.03% 115

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

QCI Asset Management's IWV Position: Q1 2019 in Review

QCI Asset Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2019, closing a stake of 1,553 shares — an estimated $228K sold.

QCI Asset Management first reported a position in IWV in Q3 2018 and held it in 2 quarters. The position peaked at $268K in Q3 2018. 455 funds tracked by Wall St. Rank hold IWV as of Q1 2019.

  • QCI Asset Management reported no remaining iShares Russell 3000 ETF position as of Q1 2019 after selling out during the quarter.
  • QCI Asset Management sold 1,553 iShares Russell 3000 ETF shares in Q1 2019, an estimated $228K.
  • QCI Asset Management first reported a position in iShares Russell 3000 ETF in Q3 2018 and held it in 2 quarters.
  • QCI Asset Management's iShares Russell 3000 ETF position peaked at $268K in Q3 2018.
  • 455 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2019.

Based on QCI Asset Management's 13F filing for Q1 2019, filed 15 May 2019.