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

Regal Wealth 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
2017
Q2 		– Sell
-31
Closed -$4K – 155
2017
Q1 		$4K Sell
31
-1
-3% -$138 ﹤0.01% 136
2016
Q4 		$4K Buy
32
+1
+3% +$130 ﹤0.01% 143
2016
Q3 		$4K Hold
31
– – ﹤0.01% 154
2016
Q2 		$4K Hold
31
– – ﹤0.01% 161
2016
Q1 		$4K Hold
31
– – ﹤0.01% 143
2015
Q4 		$4K Buy
+31
New +$3.77K ﹤0.01% 137

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Regal Wealth Group's IWV Position: Q2 2017 in Review

Regal Wealth Group sold out of iShares Russell 3000 ETF (IWV) in Q2 2017, closing a stake of 31 shares — an estimated $4K sold.

Regal Wealth Group first reported a position in IWV in Q4 2015 and held it in 6 quarters. The position peaked at $4K in Q1 2017. 352 funds tracked by Wall St. Rank hold IWV as of Q2 2017.

  • Regal Wealth Group reported no remaining iShares Russell 3000 ETF position as of Q2 2017 after selling out during the quarter.
  • Regal Wealth Group sold 31 iShares Russell 3000 ETF shares in Q2 2017, an estimated $4K.
  • Regal Wealth Group first reported a position in iShares Russell 3000 ETF in Q4 2015 and held it in 6 quarters.
  • Regal Wealth Group's iShares Russell 3000 ETF position peaked at $4K in Q1 2017.
  • 352 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2017.

Based on Regal Wealth Group's 13F filing for Q2 2017, filed 10 Aug 2017.