Simply Money Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Simply Money 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 Q1	$3.94M	Buy	25,226 +162	+0.6%	+$26.2K	0.55%	23
2017 Q4	$3.96M	Buy	25,064 +499	+2%	+$77K	0.51%	23
2017 Q3	$3.67M	Sell	24,565 -1,705	-6%	-$249K	0.49%	23
2017 Q2	$3.78M	Buy	26,270 +553	+2%	+$78.6K	0.52%	23
2017 Q1	$3.6M	Buy	25,717 +79	+0.3%	+$10.9K	0.5%	20
2016 Q4	$3.41M	Buy	25,638 +4,478	+21%	+$581K	0.49%	20
2016 Q3	$2.71M	Sell	21,160 -870	-4%	-$111K	0.42%	19
2016 Q2	$2.73M	Buy	22,030 +2,677	+14%	+$327K	0.42%	18
2016 Q1	$2.34M	Buy	19,353 +746	+4%	+$85.3K	0.36%	20
2015 Q4	$2.24M	Buy	18,607 +16,474	+772%	+$2M	0.34%	19
2015 Q3	$243K	Buy	2,133 +84	+4%	+$10.2K	0.04%	24
2015 Q2	$254K	Sell	2,049 -18	-0.9%	-$2.27K	0.04%	20
2015 Q1	$256K	Buy	2,067 +57	+3%	+$7.02K	0.04%	23
2014 Q4	$246K	Buy	2,010 +72	+4%	+$8.59K	0.04%	23
2014 Q3	$226K	Buy	1,938 +27	+1%	+$3.18K	0.03%	22
2014 Q2	$225K	Buy	1,911 +54	+3%	+$6.14K	0.03%	20
2014 Q1	$209K	Buy	1,857 +1,779	+2,281%	+$196K	0.03%	19
2013 Q4	$9K	Buy	+78	New	+$8.28K	﹤0.01%	37

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

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

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

JMPWA

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Simply Money Advisors's IWV Position: Q1 2018 in Review

Simply Money Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.65% in Q1 2018, buying an estimated $26.2K and bringing the position to 25,226 shares worth $3.94M. The position accounts for 0.55% of the portfolio, ranked #23.

Simply Money Advisors first reported a position in IWV in Q4 2013 and has held it in 18 quarters since. The position peaked at $3.96M in Q4 2017. 419 funds tracked by Wall St. Rank hold IWV as of Q1 2018.

Simply Money Advisors held 25,226 shares of iShares Russell 3000 ETF worth $3.94M as of Q1 2018.
Simply Money Advisors bought 162 iShares Russell 3000 ETF shares in Q1 2018, an estimated $26.2K.
iShares Russell 3000 ETF made up 0.55% of Simply Money Advisors's portfolio in Q1 2018, its #23 holding.
Simply Money Advisors first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 18 quarters since.
Simply Money Advisors's iShares Russell 3000 ETF position peaked at $3.96M in Q4 2017.
419 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.