Southport Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-9
Closed -$2K 325
2018
Q3
$2K Buy
+9
New +$1.52K ﹤0.01% 559
2016
Q3
Sell
-9
Closed -$1K 313
2016
Q2
$1K Buy
+9
New +$1.1K ﹤0.01% 522

Other funds holding IWV

Southport Capital Management's IWV Position: Q4 2018 in Review

Southport Capital Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2018, closing a stake of 9 shares — an estimated $2K sold.

Southport Capital Management first reported a position in IWV in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 464 funds tracked by Wall St. Rank hold IWV as of Q4 2018.

  • Southport Capital Management reported no remaining iShares Russell 3000 ETF position as of Q4 2018 after selling out during the quarter.
  • Southport Capital Management sold 9 iShares Russell 3000 ETF shares in Q4 2018, an estimated $2K.
  • Southport Capital Management first reported a position in iShares Russell 3000 ETF in Q2 2016 and held it in 2 quarters.
  • Southport Capital Management's iShares Russell 3000 ETF position peaked at $2K in Q3 2018.
  • 464 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2018.

Based on Southport Capital Management's 13F filing for Q4 2018, filed 18 Jan 2019.