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	–	1032
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

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return