WFG Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

WFG Advisors’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 Q2	$11.4M	Buy	79,061 +6,503	+9%	+$924K	2.58%	1
2017 Q1	$10.2M	Buy	72,558 +15,820	+28%	+$2.18M	2.71%	1
2016 Q4	$7.54M	Buy	56,738 +11,012	+24%	+$1.43M	1.85%	2
2016 Q3	$5.86M	Buy	45,726 +5,072	+12%	+$648K	1.46%	5
2016 Q2	$5.04M	Sell	40,654 -5,871	-13%	-$718K	1.34%	9
2016 Q1	$5.62M	Buy	46,525 +517	+1%	+$59.1K	1.63%	4
2015 Q4	$5.54M	Buy	46,008 +1,044	+2%	+$127K	1.65%	5
2015 Q3	$5.12M	Buy	44,964 +481	+1%	+$58.2K	1.6%	6
2015 Q2	$5.51M	Buy	44,483 +522	+1%	+$65.7K	1.52%	6
2015 Q1	$5.45M	Buy	43,961 +3,355	+8%	+$413K	1.52%	6
2014 Q4	$4.97M	Buy	40,606 +2,870	+8%	+$343K	1%	9
2014 Q3	$4.41M	Buy	37,736 +1,907	+5%	+$225K	0.84%	12
2014 Q2	$4.22M	Buy	35,829 +597	+2%	+$67.9K	0.79%	13
2014 Q1	$3.96M	Hold	35,232	–	–	0.8%	14
2013 Q4	$3.9M	Buy	35,232 +36	+0.1%	+$3.82K	0.55%	29
2013 Q3	$3.56M	Buy	35,196 +81	+0.2%	+$8.12K	0.55%	30
2013 Q2	$3.38M	Buy	+35,115	New	+$3.36M	0.56%	31

Other funds holding IWV

SCM

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

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

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's IWV Position: Q2 2017 in Review

WFG Advisors increased its iShares Russell 3000 ETF (IWV) stake by 9% in Q2 2017, buying an estimated $924K and bringing the position to 79,061 shares worth $11.4M. The position accounts for 2.58% of the portfolio, ranked #1.

WFG Advisors first reported a position in IWV in Q2 2013 and has held it in 17 quarters since. 352 funds tracked by Wall St. Rank hold IWV as of Q2 2017.

WFG Advisors held 79,061 shares of iShares Russell 3000 ETF worth $11.4M as of Q2 2017.
WFG Advisors bought 6,503 iShares Russell 3000 ETF shares in Q2 2017, an estimated $924K.
iShares Russell 3000 ETF made up 2.58% of WFG Advisors's portfolio in Q2 2017, its #1 holding.
WFG Advisors first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 17 quarters since.
352 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.