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Wellesley Investment Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Wellesley Investment 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
2019
Q4 		– Sell
-2,160
Closed -$375K – 124
2019
Q3 		$375K Buy
+2,160
New +$375K 0.12% 77

Other funds holding IWV

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JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellesley Investment Partners's IWV Position: Q4 2019 in Review

Wellesley Investment Partners sold out of iShares Russell 3000 ETF (IWV) in Q4 2019, closing a stake of 2,160 shares — an estimated $375K sold.

Wellesley Investment Partners first reported a position in IWV in Q3 2019 and held it in 1 quarter. The position peaked at $375K in Q3 2019. 513 funds tracked by Wall St. Rank hold IWV as of Q4 2019.

  • Wellesley Investment Partners reported no remaining iShares Russell 3000 ETF position as of Q4 2019 after selling out during the quarter.
  • Wellesley Investment Partners sold 2,160 iShares Russell 3000 ETF shares in Q4 2019, an estimated $375K.
  • Wellesley Investment Partners first reported a position in iShares Russell 3000 ETF in Q3 2019 and held it in 1 quarter.
  • Wellesley Investment Partners's iShares Russell 3000 ETF position peaked at $375K in Q3 2019.
  • 513 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2019.

Based on Wellesley Investment Partners's 13F filing for Q4 2019, filed 7 Feb 2020.