WP
IWV icon

WealthPLAN Partners’s iShares Russell 3000 ETF IWV Stock Holding History

WealthPLAN Partners’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
2017
Q3 		– Sell
-2,281
Closed -$329K – 201
2017
Q2 		$329K Buy
+2,281
New +$324K 0.09% 131
2016
Q3 		$3.81K Buy
+30
New +$3.83K ﹤0.01% 768

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's IWV Position: Q3 2017 in Review

WealthPLAN Partners sold out of iShares Russell 3000 ETF (IWV) in Q3 2017, closing a stake of 2,281 shares — an estimated $329K sold.

WealthPLAN Partners first reported a position in IWV in Q3 2016 and held it in 2 quarters. The position peaked at $329K in Q2 2017. 359 funds tracked by Wall St. Rank hold IWV as of Q3 2017.

  • WealthPLAN Partners reported no remaining iShares Russell 3000 ETF position as of Q3 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 2,281 iShares Russell 3000 ETF shares in Q3 2017, an estimated $329K.
  • WealthPLAN Partners first reported a position in iShares Russell 3000 ETF in Q3 2016 and held it in 2 quarters.
  • WealthPLAN Partners's iShares Russell 3000 ETF position peaked at $329K in Q2 2017.
  • 359 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2017.

Based on WealthPLAN Partners's 13F filing for Q3 2017, filed 14 Nov 2017.