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

Windsor Wealth 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
2020
Q1 		– Sell
-1,085
Closed -$205K – 187
2019
Q4 		$205K Buy
+1,085
New +$196K 0.08% 183

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Windsor Wealth Management's IWV Position: Q1 2020 in Review

Windsor Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2020, closing a stake of 1,085 shares — an estimated $205K sold.

Windsor Wealth Management first reported a position in IWV in Q4 2019 and held it in 1 quarter. The position peaked at $205K in Q4 2019. 495 funds tracked by Wall St. Rank hold IWV as of Q1 2020.

  • Windsor Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
  • Windsor Wealth Management sold 1,085 iShares Russell 3000 ETF shares in Q1 2020, an estimated $205K.
  • Windsor Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2019 and held it in 1 quarter.
  • Windsor Wealth Management's iShares Russell 3000 ETF position peaked at $205K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2020.

Based on Windsor Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.