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Vicus Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Vicus Capital’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
Q4 		– Sell
-17,420
Closed -$2.03M – 183
2014
Q3 		$2.03M Buy
17,420
+3,653
+27% +$430K 0.67% 30
2014
Q2 		$1.62M Buy
13,767
+596
+5% +$67.8K 0.52% 33
2014
Q1 		$1.48M Sell
13,171
-6,807
-34% -$751K 0.5% 39
2013
Q4 		$2.21M Buy
19,978
+3,087
+18% +$328K 0.83% 29
2013
Q3 		$1.71M Sell
16,891
-3,222
-16% -$323K 0.75% 34
2013
Q2 		$1.94M Buy
+20,113
New +$1.93M 0.89% 26

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return