WIM
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Westside Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Westside Investment 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
2018
Q4 		$29.4K Buy
+200
New +$31.8K 0.01% 349
2018
Q3 		– Sell
-200
Closed -$32.6K – 781
2018
Q2 		$32.6K Hold
200
– – 0.01% 335
2018
Q1 		$30.6K Hold
200
– – 0.02% 326
2017
Q4 		$32.4K Hold
200
– – 0.02% 329
2017
Q3 		$30.2K Hold
200
– – 0.02% 332
2017
Q2 		$28.7K Sell
200
-150
-43% -$21.3K 0.02% 331
2017
Q1 		$48.7K Buy
+350
New +$48.3K 0.02% 263

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Westside Investment Management's IWV Position: Q4 2018 in Review

Westside Investment Management opened a new position in iShares Russell 3000 ETF (IWV) in Q4 2018: 200 shares worth $29.4K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in IWV as recently as Q2 2018.

Westside Investment Management first reported a position in IWV in Q1 2017 and has held it in 7 quarters since. The position peaked at $48.7K in Q1 2017. 464 funds tracked by Wall St. Rank hold IWV as of Q4 2018.

  • Westside Investment Management held 200 shares of iShares Russell 3000 ETF worth $29.4K as of Q4 2018.
  • iShares Russell 3000 ETF was a new Westside Investment Management position in Q4 2018.
  • iShares Russell 3000 ETF made up 0.01% of Westside Investment Management's portfolio in Q4 2018, its #349 holding.
  • Westside Investment Management first reported a position in iShares Russell 3000 ETF in Q1 2017 and has held it in 7 quarters since.
  • Westside Investment Management's iShares Russell 3000 ETF position peaked at $48.7K in Q1 2017.
  • 464 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.