Squar Milner Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-2,341	Closed	-$422K	–	98
2020 Q2	$422K	Hold	2,341	–	–	0.24%	117
2020 Q1	$347K	Hold	2,341	–	–	0.21%	109
2019 Q4	$441K	Hold	2,341	–	–	0.22%	102
2019 Q3	$458K	Hold	2,341	–	–	0.23%	108
2019 Q2	$403K	Hold	2,341	–	–	0.27%	86
2019 Q1	$390K	Hold	2,341	–	–	0.29%	77
2018 Q4	$344K	Hold	2,341	–	–	0.33%	76
2018 Q3	$403K	Buy	2,341 +120	+5%	+$20.3K	0.36%	63
2018 Q2	$360K	Hold	2,221	–	–	0.32%	80
2018 Q1	$347K	Hold	2,221	–	–	0.44%	76
2017 Q4	$373K	Buy	+2,221	New	+$343K	0.45%	77

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Squar Milner Financial Services's IWV Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Russell 3000 ETF (IWV) in Q3 2020, closing a stake of 2,341 shares — an estimated $422K sold.

Squar Milner Financial Services first reported a position in IWV in Q4 2017 and held it in 11 quarters. The position peaked at $458K in Q3 2019. 518 funds tracked by Wall St. Rank hold IWV as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares Russell 3000 ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,341 iShares Russell 3000 ETF shares in Q3 2020, an estimated $422K.
Squar Milner Financial Services first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's iShares Russell 3000 ETF position peaked at $458K in Q3 2019.
518 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.