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Wealthfront’s iShares Russell 3000 ETF IWV Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-1
Closed – – 668
2015
Q3 		$0 Buy
+1
New +$121 ﹤0.01% 1351
2015
Q2 		– Sell
-23
Closed -$3K – 1347
2015
Q1 		$3K Buy
+23
New +$2.83K ﹤0.01% 917

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
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Wealthfront's IWV Position: Q4 2015 in Review

Wealthfront sold out of iShares Russell 3000 ETF (IWV) in Q4 2015, closing a stake of 1 share.

Wealthfront first reported a position in IWV in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 320 funds tracked by Wall St. Rank hold IWV as of Q4 2015.

  • Wealthfront reported no remaining iShares Russell 3000 ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1 iShares Russell 3000 ETF share in Q4 2015.
  • Wealthfront first reported a position in iShares Russell 3000 ETF in Q1 2015 and held it in 2 quarters.
  • Wealthfront's iShares Russell 3000 ETF position peaked at $3K in Q1 2015.
  • 320 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.