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Rayner & Haynor’s iShares Russell 3000 ETF IWV Stock Holding History

Rayner & Haynor’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
Q1 		– Sell
-2,747
Closed -$304K – 91
2013
Q4 		$304K Buy
+2,747
New +$292K 0.23% 74

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Rayner & Haynor's IWV Position: Q1 2014 in Review

Rayner & Haynor sold out of iShares Russell 3000 ETF (IWV) in Q1 2014, closing a stake of 2,747 shares — an estimated $304K sold.

Rayner & Haynor first reported a position in IWV in Q4 2013 and held it in 1 quarter. The position peaked at $304K in Q4 2013. 233 funds tracked by Wall St. Rank hold IWV as of Q1 2014.

  • Rayner & Haynor reported no remaining iShares Russell 3000 ETF position as of Q1 2014 after selling out during the quarter.
  • Rayner & Haynor sold 2,747 iShares Russell 3000 ETF shares in Q1 2014, an estimated $304K.
  • Rayner & Haynor first reported a position in iShares Russell 3000 ETF in Q4 2013 and held it in 1 quarter.
  • Rayner & Haynor's iShares Russell 3000 ETF position peaked at $304K in Q4 2013.
  • 233 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2014.

Based on Rayner & Haynor's 13F filing for Q1 2014, filed 11 Apr 2014.