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TD Ameritrade Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

TD Ameritrade 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
2014
Q2 		– Sell
-126
Closed -$14K – 100
2014
Q1 		$14K Buy
+126
New +$13.9K ﹤0.01% 103

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 $1.94B AUM 22.01% 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

TD Ameritrade Investment Management's IWV Position: Q2 2014 in Review

TD Ameritrade Investment Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2014, closing a stake of 126 shares — an estimated $14K sold.

TD Ameritrade Investment Management first reported a position in IWV in Q1 2014 and held it in 1 quarter. The position peaked at $14K in Q1 2014. 247 funds tracked by Wall St. Rank hold IWV as of Q2 2014.

  • TD Ameritrade Investment Management reported no remaining iShares Russell 3000 ETF position as of Q2 2014 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 126 iShares Russell 3000 ETF shares in Q2 2014, an estimated $14K.
  • TD Ameritrade Investment Management first reported a position in iShares Russell 3000 ETF in Q1 2014 and held it in 1 quarter.
  • TD Ameritrade Investment Management's iShares Russell 3000 ETF position peaked at $14K in Q1 2014.
  • 247 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2014.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.