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Retirement Design & Management’s iShares Russell 3000 ETF IWV Stock Holding History

Retirement Design & 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
2016
Q3 		– Sell
-6,678
Closed -$828K – 30
2016
Q2 		$828K Sell
6,678
-738
-10% -$90.2K 0.52% 38
2016
Q1 		$896K Sell
7,416
-712
-9% -$81.4K 0.64% 38
2015
Q4 		$978K Buy
+8,128
New +$988K 0.55% 40

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Design & Management's IWV Position: Q3 2016 in Review

Retirement Design & Management sold out of iShares Russell 3000 ETF (IWV) in Q3 2016, closing a stake of 6,678 shares — an estimated $828K sold.

Retirement Design & Management first reported a position in IWV in Q4 2015 and held it in 3 quarters. The position peaked at $978K in Q4 2015. 308 funds tracked by Wall St. Rank hold IWV as of Q3 2016.

  • Retirement Design & Management reported no remaining iShares Russell 3000 ETF position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 6,678 iShares Russell 3000 ETF shares in Q3 2016, an estimated $828K.
  • Retirement Design & Management first reported a position in iShares Russell 3000 ETF in Q4 2015 and held it in 3 quarters.
  • Retirement Design & Management's iShares Russell 3000 ETF position peaked at $978K in Q4 2015.
  • 308 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.