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Windsor Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Windsor Financial Group’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
Q2 		– Sell
-1,754
Closed -$217K – 85
2015
Q1 		$217K Hold
1,754
– – 0.1% 81
2014
Q4 		$214K Hold
1,754
– – 0.1% 77
2014
Q3 		$205K Hold
1,754
– – 0.1% 76
2014
Q2 		$207K Buy
+1,754
New +$199K 0.1% 73

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Windsor Financial Group's IWV Position: Q2 2015 in Review

Windsor Financial Group sold out of iShares Russell 3000 ETF (IWV) in Q2 2015, closing a stake of 1,754 shares — an estimated $217K sold.

Windsor Financial Group first reported a position in IWV in Q2 2014 and held it in 4 quarters. The position peaked at $217K in Q1 2015. 282 funds tracked by Wall St. Rank hold IWV as of Q2 2015.

  • Windsor Financial Group reported no remaining iShares Russell 3000 ETF position as of Q2 2015 after selling out during the quarter.
  • Windsor Financial Group sold 1,754 iShares Russell 3000 ETF shares in Q2 2015, an estimated $217K.
  • Windsor Financial Group first reported a position in iShares Russell 3000 ETF in Q2 2014 and held it in 4 quarters.
  • Windsor Financial Group's iShares Russell 3000 ETF position peaked at $217K in Q1 2015.
  • 282 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2015.

Based on Windsor Financial Group's 13F filing for Q2 2015, filed 13 Aug 2015.