Wechter Feldman Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Wechter Feldman Wealth Management’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
2020 Q1	–	Sell	-109,935	Closed	-$20.7M	–	21
2019 Q4	$20.7M	Sell	109,935 -1,093	-1%	-$197K	13.81%	2
2019 Q3	$19.3M	Sell	111,028 -1,512	-1%	-$262K	12.17%	2
2019 Q2	$19.4M	Sell	112,540 -1,936	-2%	-$328K	12.85%	2
2019 Q1	$19.1M	Buy	114,476 +515	+0.5%	+$82.7K	12.46%	2
2018 Q4	$16.7M	Sell	113,961 -1,416	-1%	-$225K	16.11%	1
2018 Q3	$19.9M	Sell	115,377 -3,092	-3%	-$524K	12.15%	1
2018 Q2	$19.2M	Sell	118,469 -6,271	-5%	-$1.01M	13.23%	1
2018 Q1	$19.5M	Sell	124,740 -8,048	-6%	-$1.3M	13.79%	1
2017 Q4	$21M	Sell	132,788 -3,545	-3%	-$547K	14.69%	1
2017 Q3	$20.4M	Sell	136,333 -2,600	-2%	-$380K	15.61%	1
2017 Q2	$20M	Buy	138,933 +5,897	+4%	+$838K	16.03%	1
2017 Q1	$18.6M	Buy	133,036 +698	+0.5%	+$96.4K	12.78%	1
2016 Q4	$17.6M	Buy	+132,338	New	+$17.2M	11.52%	1

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wechter Feldman Wealth Management's IWV Position: Q1 2020 in Review

Wechter Feldman Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2020, closing a stake of 109,935 shares — an estimated $20.7M sold.

Wechter Feldman Wealth Management first reported a position in IWV in Q4 2016 and held it in 13 quarters. The position peaked at $21M in Q4 2017. 496 funds tracked by Wall St. Rank hold IWV as of Q1 2020.

Wechter Feldman Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
Wechter Feldman Wealth Management sold 109,935 iShares Russell 3000 ETF shares in Q1 2020, an estimated $20.7M.
Wechter Feldman Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2016 and held it in 13 quarters.
Wechter Feldman Wealth Management's iShares Russell 3000 ETF position peaked at $21M in Q4 2017.
496 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2020.

Based on Wechter Feldman Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.