Spring Creek Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Spring Creek Investment 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
2020 Q4	–	Sell	-25,500	Closed	-$4.99M	–	9
2020 Q3	$4.99M	Hold	25,500	–	–	4.65%	6
2020 Q2	$4.59M	Hold	25,500	–	–	4.57%	5
2020 Q1	$3.78M	Hold	25,500	–	–	3.61%	5
2019 Q4	$4.81M	Hold	25,500	–	–	5.74%	4
2019 Q3	$4.43M	Hold	25,500	–	–	5.61%	4
2019 Q2	$4.39M	Hold	25,500	–	–	3.64%	7
2019 Q1	$4.25M	Hold	25,500	–	–	3.63%	7
2018 Q4	$3.75M	Buy	+25,500	New	+$4.05M	3.26%	7

Other funds holding IWV

SCM

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

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

JMPWA

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Spring Creek Investment Management's IWV Position: Q4 2020 in Review

Spring Creek Investment Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2020, closing a stake of 25,500 shares — an estimated $4.99M sold.

Spring Creek Investment Management first reported a position in IWV in Q4 2018 and held it in 8 quarters. The position peaked at $4.99M in Q3 2020. 574 funds tracked by Wall St. Rank hold IWV as of Q4 2020.

Spring Creek Investment Management reported no remaining iShares Russell 3000 ETF position as of Q4 2020 after selling out during the quarter.
Spring Creek Investment Management sold 25,500 iShares Russell 3000 ETF shares in Q4 2020, an estimated $4.99M.
Spring Creek Investment Management first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 8 quarters.
Spring Creek Investment Management's iShares Russell 3000 ETF position peaked at $4.99M in Q3 2020.
574 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2020.

Based on Spring Creek Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.