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Stancorp Investment Advisers’s iShares Russell 3000 ETF IWV Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$53K Hold
426
– – 0.03% 273
2014
Q4 		$52K Buy
+426
New +$50.8K 0.02% 260

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Stancorp Investment Advisers's IWV Position: Q1 2015 in Review

Stancorp Investment Advisers held its iShares Russell 3000 ETF (IWV) position steady in Q1 2015 at 426 shares worth $53K. The position accounts for 0.03% of the portfolio, ranked #273.

Stancorp Investment Advisers first reported a position in IWV in Q4 2014 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold IWV as of Q1 2015.

  • Stancorp Investment Advisers held 426 shares of iShares Russell 3000 ETF worth $53K as of Q1 2015.
  • Stancorp Investment Advisers left its iShares Russell 3000 ETF share count unchanged in Q1 2015.
  • iShares Russell 3000 ETF made up 0.03% of Stancorp Investment Advisers's portfolio in Q1 2015, its #273 holding.
  • Stancorp Investment Advisers first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.