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

Symons Capital 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
2017
Q4 		– Sell
-3,638
Closed -$543K – 74
2017
Q3 		$543K Buy
3,638
+1
+0% +$146 0.14% 43
2017
Q2 		$524K Sell
3,637
-215
-6% -$30.6K 0.13% 46
2017
Q1 		$539K Sell
3,852
-34
-0.9% -$4.7K 0.13% 38
2016
Q4 		$517K Sell
3,886
-37
-0.9% -$4.8K 0.13% 38
2016
Q3 		$503K Buy
3,923
+2
+0.1% +$255 0.12% 34
2016
Q2 		$486K Buy
3,921
+1,550
+65% +$189K 0.11% 35
2016
Q1 		$287K Buy
2,371
+148
+7% +$16.9K 0.07% 48
2015
Q4 		$267K Sell
2,223
-154
-6% -$18.7K 0.07% 56
2015
Q3 		$271K Buy
2,377
+542
+30% +$65.6K 0.07% 55
2015
Q2 		$228K Buy
1,835
+200
+12% +$25.2K 0.06% 61
2015
Q1 		$202K Buy
+1,635
New +$201K 0.05% 68

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Symons Capital Management's IWV Position: Q4 2017 in Review

Symons Capital Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2017, closing a stake of 3,638 shares — an estimated $543K sold.

Symons Capital Management first reported a position in IWV in Q1 2015 and held it in 11 quarters. The position peaked at $543K in Q3 2017. 427 funds tracked by Wall St. Rank hold IWV as of Q4 2017.

  • Symons Capital Management reported no remaining iShares Russell 3000 ETF position as of Q4 2017 after selling out during the quarter.
  • Symons Capital Management sold 3,638 iShares Russell 3000 ETF shares in Q4 2017, an estimated $543K.
  • Symons Capital Management first reported a position in iShares Russell 3000 ETF in Q1 2015 and held it in 11 quarters.
  • Symons Capital Management's iShares Russell 3000 ETF position peaked at $543K in Q3 2017.
  • 427 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2017.

Based on Symons Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.