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

Signature Wealth Management 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
2018 Q4	–	Sell	-323	Closed	-$50K	–	184
2018 Q3	$50K	Hold	323	–	–	0.04%	111
2018 Q2	$52K	Hold	323	–	–	0.04%	100
2018 Q1	$50K	Buy	+323	New	+$52.2K	0.04%	99

Other funds holding IWV

SCM

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

SIM

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

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

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

JMPWA

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Signature Wealth Management Group's IWV Position: Q4 2018 in Review

Signature Wealth Management Group sold out of iShares Russell 3000 ETF (IWV) in Q4 2018, closing a stake of 323 shares — an estimated $50K sold.

Signature Wealth Management Group first reported a position in IWV in Q1 2018 and held it in 3 quarters. The position peaked at $52K in Q2 2018. 464 funds tracked by Wall St. Rank hold IWV as of Q4 2018.

Signature Wealth Management Group reported no remaining iShares Russell 3000 ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 323 iShares Russell 3000 ETF shares in Q4 2018, an estimated $50K.
Signature Wealth Management Group first reported a position in iShares Russell 3000 ETF in Q1 2018 and held it in 3 quarters.
Signature Wealth Management Group's iShares Russell 3000 ETF position peaked at $52K in Q2 2018.
464 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.