YorkBridge Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-236	Closed	-$41K	–	414
2019 Q2	$41K	Hold	236	–	–	0.02%	387
2019 Q1	$39K	Hold	236	–	–	0.02%	384
2018 Q4	$35K	Hold	236	–	–	0.02%	363
2018 Q3	$41K	Hold	236	–	–	0.02%	379
2018 Q2	$38K	Hold	236	–	–	0.02%	396
2018 Q1	$37K	Hold	236	–	–	0.02%	398
2017 Q4	$37K	Hold	236	–	–	0.02%	402
2017 Q3	$35K	Sell	236 -125	-35%	-$18.3K	0.02%	422
2017 Q2	$52K	Hold	361	–	–	0.03%	368
2017 Q1	$51K	Hold	361	–	–	0.03%	368
2016 Q4	$48K	Buy	+361	New	+$46.8K	0.03%	358

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

YorkBridge Wealth Partners's IWV Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Russell 3000 ETF (IWV) in Q3 2019, closing a stake of 236 shares — an estimated $41K sold.

YorkBridge Wealth Partners first reported a position in IWV in Q4 2016 and held it in 11 quarters. The position peaked at $52K in Q2 2017. 458 funds tracked by Wall St. Rank hold IWV as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares Russell 3000 ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 236 iShares Russell 3000 ETF shares in Q3 2019, an estimated $41K.
YorkBridge Wealth Partners first reported a position in iShares Russell 3000 ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares Russell 3000 ETF position peaked at $52K in Q2 2017.
458 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.