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Strategic Capital Group’s iShares Russell 3000 ETF IWV Stock Holding History

Strategic Capital Group’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
2014
Q2 		$1.69M Hold
14,334
– – 0.53% 66
2014
Q1 		$1.61M Sell
14,334
-367
-2% -$40.5K 0.52% 67
2013
Q4 		$1.63M Sell
14,701
-694
-5% -$73.7K 1.27% 24
2013
Q3 		$1.56M Buy
15,395
+886
+6% +$88.8K 0.58% 67
2013
Q2 		$1.4M Buy
+14,509
New +$1.39M 0.7% 57

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
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Strategic Capital Group's IWV Position: Q2 2014 in Review

Strategic Capital Group held its iShares Russell 3000 ETF (IWV) position steady in Q2 2014 at 14,334 shares worth $1.69M. The position accounts for 0.53% of the portfolio, ranked #66.

Strategic Capital Group first reported a position in IWV in Q2 2013 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold IWV as of Q2 2014.

  • Strategic Capital Group held 14,334 shares of iShares Russell 3000 ETF worth $1.69M as of Q2 2014.
  • Strategic Capital Group left its iShares Russell 3000 ETF share count unchanged in Q2 2014.
  • iShares Russell 3000 ETF made up 0.53% of Strategic Capital Group's portfolio in Q2 2014, its #66 holding.
  • Strategic Capital Group first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 5 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.