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Windsor Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-28
Closed -$3K – 256
2015
Q3 		$3K Buy
+28
New +$3.39K ﹤0.01% 467
2014
Q1 		– Sell
-928
Closed -$103K – 185
2013
Q4 		$103K Sell
928
-266
-22% -$28.2K 0.06% 119
2013
Q3 		$121K Sell
1,194
-112
-9% -$11.2K 0.07% 106
2013
Q2 		$126K Buy
+1,306
New +$125K 0.08% 92

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Windsor Capital Management's IWV Position: Q4 2015 in Review

Windsor Capital Management sold out of iShares Russell 3000 ETF (IWV) in Q4 2015, closing a stake of 28 shares — an estimated $3K sold.

Windsor Capital Management first reported a position in IWV in Q2 2013 and held it in 4 quarters. The position peaked at $126K in Q2 2013. 320 funds tracked by Wall St. Rank hold IWV as of Q4 2015.

  • Windsor Capital Management reported no remaining iShares Russell 3000 ETF position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 28 iShares Russell 3000 ETF shares in Q4 2015, an estimated $3K.
  • Windsor Capital Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's iShares Russell 3000 ETF position peaked at $126K in Q2 2013.
  • 320 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.