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Verdence Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Verdence Capital 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
2018
Q1 		– Sell
-4,158
Closed -$658K – 313
2017
Q4 		$658K Buy
+4,158
New +$641K 0.16% 121

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Verdence Capital Advisors's IWV Position: Q1 2018 in Review

Verdence Capital Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2018, closing a stake of 4,158 shares — an estimated $658K sold.

Verdence Capital Advisors first reported a position in IWV in Q4 2017 and held it in 1 quarter. The position peaked at $658K in Q4 2017. 419 funds tracked by Wall St. Rank hold IWV as of Q1 2018.

  • Verdence Capital Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2018 after selling out during the quarter.
  • Verdence Capital Advisors sold 4,158 iShares Russell 3000 ETF shares in Q1 2018, an estimated $658K.
  • Verdence Capital Advisors first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 1 quarter.
  • Verdence Capital Advisors's iShares Russell 3000 ETF position peaked at $658K in Q4 2017.
  • 419 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2018.

Based on Verdence Capital Advisors's 13F filing for Q1 2018, filed 30 Jan 2020.