VFS
IWV icon

VSR Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

VSR Financial Services’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
Q1 		– Sell
-6,636
Closed -$798K – 595
2015
Q4 		$798K Buy
6,636
+1,399
+27% +$170K 0.09% 241
2015
Q3 		$596K Sell
5,237
-881
-14% -$107K 0.07% 278
2015
Q2 		$758K Sell
6,118
-1,175
-16% -$148K 0.08% 274
2015
Q1 		$903K Buy
7,293
+405
+6% +$49.9K 0.1% 230
2014
Q4 		$842K Buy
6,888
+263
+4% +$31.4K 0.1% 233
2014
Q3 		$774K Buy
6,625
+1,882
+40% +$222K 0.09% 242
2014
Q2 		$558K Sell
4,743
-2,423
-34% -$276K 0.07% 297
2014
Q1 		$805K Buy
7,166
+2,643
+58% +$292K 0.11% 228
2013
Q4 		$500K Buy
4,523
+2,140
+90% +$227K 0.08% 316
2013
Q3 		$241K Buy
+2,383
New +$239K 0.04% 436

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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