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SII Investments’s iShares Russell 3000 ETF IWV Stock Holding History

SII Investments’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
Q4 		– Sell
-1,589
Closed -$238K – 501
2017
Q3 		$238K Sell
1,589
-25
-2% -$3.65K 0.01% 520
2017
Q2 		$231K Buy
+1,614
New +$229K 0.01% 518
2016
Q2 		– Sell
-2,397
Closed -$290K – 603
2016
Q1 		$290K Buy
+2,397
New +$274K 0.03% 435
2015
Q4 		– Sell
-2,562
Closed -$292K – 498
2015
Q3 		$292K Buy
+2,562
New +$310K 0.03% 410

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

SII Investments's IWV Position: Q4 2017 in Review

SII Investments sold out of iShares Russell 3000 ETF (IWV) in Q4 2017, closing a stake of 1,589 shares — an estimated $238K sold.

SII Investments first reported a position in IWV in Q3 2015 and held it in 4 quarters. The position peaked at $292K in Q3 2015. 426 funds tracked by Wall St. Rank hold IWV as of Q4 2017.

  • SII Investments reported no remaining iShares Russell 3000 ETF position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 1,589 iShares Russell 3000 ETF shares in Q4 2017, an estimated $238K.
  • SII Investments first reported a position in iShares Russell 3000 ETF in Q3 2015 and held it in 4 quarters.
  • SII Investments's iShares Russell 3000 ETF position peaked at $292K in Q3 2015.
  • 426 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.