Reilly Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Reilly Financial Advisors’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
2018 Q3	–	Sell	-13	Closed	-$2K	–	1031
2018 Q2	$2K	Hold	13	–	–	﹤0.01%	919
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	886
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	883
2017 Q3	$2K	Hold	13	–	–	﹤0.01%	898
2017 Q2	$2K	Hold	13	–	–	﹤0.01%	875
2017 Q1	$2K	Hold	13	–	–	﹤0.01%	848
2016 Q4	$2K	Hold	13	–	–	﹤0.01%	766
2016 Q3	$2K	Buy	+13	New	+$1.66K	﹤0.01%	756
2014 Q4	–	Sell	-96	Closed	-$11K	–	840
2014 Q3	$11K	Hold	96	–	–	﹤0.01%	504
2014 Q2	$11K	Hold	96	–	–	﹤0.01%	536
2014 Q1	$11K	Buy	+96	New	+$10.6K	﹤0.01%	541

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Reilly Financial Advisors's IWV Position: Q3 2018 in Review

Reilly Financial Advisors sold out of iShares Russell 3000 ETF (IWV) in Q3 2018, closing a stake of 13 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in IWV in Q1 2014 and held it in 11 quarters. The position peaked at $11K in Q3 2014. 426 funds tracked by Wall St. Rank hold IWV as of Q3 2018.

Reilly Financial Advisors reported no remaining iShares Russell 3000 ETF position as of Q3 2018 after selling out during the quarter.
Reilly Financial Advisors sold 13 iShares Russell 3000 ETF shares in Q3 2018, an estimated $2K.
Reilly Financial Advisors first reported a position in iShares Russell 3000 ETF in Q1 2014 and held it in 11 quarters.
Reilly Financial Advisors's iShares Russell 3000 ETF position peaked at $11K in Q3 2014.
426 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.