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Woodard & Company Asset Management Group’s iShares Russell 3000 ETF IWV Stock Holding History

Woodard & Company Asset Management 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
2018
Q4 		– Sell
-66
Closed -$11K – 125
2018
Q3 		$11K Hold
66
– – 0.01% 153
2018
Q2 		$10.7K Hold
66
– – 0.01% 142
2018
Q1 		$10K Hold
66
– – 0.01% 150
2017
Q4 		$10K Buy
+66
New +$10.2K 0.01% 165

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 $291M AUM 20.58% 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

Woodard & Company Asset Management Group's IWV Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of iShares Russell 3000 ETF (IWV) in Q4 2018, closing a stake of 66 shares — an estimated $11K sold.

Woodard & Company Asset Management Group first reported a position in IWV in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 465 funds tracked by Wall St. Rank hold IWV as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining iShares Russell 3000 ETF position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 66 iShares Russell 3000 ETF shares in Q4 2018, an estimated $11K.
  • Woodard & Company Asset Management Group first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's iShares Russell 3000 ETF position peaked at $11K in Q3 2018.
  • 465 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.