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US Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-82
Closed -$10K – 214
2016
Q1 		$10K Sell
82
-10
-11% -$1.14K 0.02% 211
2015
Q4 		$11K Hold
92
– – 0.01% 306
2015
Q3 		$10K Hold
92
– – 0.02% 259
2015
Q2 		$11K Hold
92
– – 0.01% 229
2015
Q1 		$11K Hold
92
– – 0.01% 256
2014
Q4 		$11K Buy
+92
New +$11K 0.01% 235

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Financial Advisors's IWV Position: Q2 2016 in Review

US Financial Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2016, closing a stake of 82 shares — an estimated $10K sold.

US Financial Advisors first reported a position in IWV in Q4 2014 and held it in 6 quarters. The position peaked at $11K in Q4 2015. 310 funds tracked by Wall St. Rank hold IWV as of Q2 2016.

  • US Financial Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 82 iShares Russell 3000 ETF shares in Q2 2016, an estimated $10K.
  • US Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's iShares Russell 3000 ETF position peaked at $11K in Q4 2015.
  • 310 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.