de Truepoint Inc iShares Russell 3000 ETF IWV Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 24.5 M | Vender |
57,571
-548
| -0.9% | -USD 226 k | 0.51% | 24 |
|
|
2026
Q1 | USD 21.5 M | Vender |
58,119
-438
| -0.7% | -USD 169 k | 0.48% | 25 |
|
|
2025
Q4 | USD 22.7 M | Vender |
58,557
-992
| -2% | -USD 381 k | 0.51% | 24 |
|
|
2025
Q3 | USD 22.6 M | Vender |
59,549
-311
| -0.5% | -USD 113 k | 0.52% | 24 |
|
|
2025
Q2 | USD 21 M | Vender |
59,860
-21
| -0% | -USD 6.82 k | 0.52% | 24 |
|
|
2025
Q1 | USD 19 M | Vender |
59,881
-15
| -0% | -USD 5.03 k | 0.52% | 25 |
|
|
2024
Q4 | USD 20 M | Vender |
59,896
-843
| -1% | -USD 284 k | 0.54% | 23 |
|
|
2024
Q3 | USD 19.8 M | Vender |
60,739
-944
| -2% | -USD 297 k | 0.53% | 25 |
|
|
2024
Q2 | USD 19 M | Vender |
61,683
-73
| -0.1% | -USD 21.8 k | 0.54% | 25 |
|
|
2024
Q1 | USD 18.5 M | Vender |
61,756
-2,574
| -4% | -USD 734 k | 0.53% | 25 |
|
|
2023
Q4 | USD 17.6 M | Vender |
64,330
-71
| -0.1% | -USD 18.1 k | 0.52% | 25 |
|
|
2023
Q3 | USD 15.8 M | Vender |
64,401
-640
| -1% | -USD 164 k | 0.51% | 25 |
|
|
2023
Q2 | USD 16.6 M | Vender |
65,041
-791
| -1% | -USD 190 k | 0.55% | 24 |
|
|
2023
Q1 | USD 15.5 M | Vender |
65,832
-570
| -0.9% | -USD 132 k | 0.53% | 24 |
|
|
2022
Q4 | USD 14.7 M | Vender |
66,402
-304
| -0.5% | -USD 67.6 k | 0.53% | 23 |
|
|
2022
Q3 | USD 13.8 M | Vender |
66,706
-93
| -0.1% | -USD 21.4 k | 0.71% | 22 |
|
|
2022
Q2 | USD 14.5 M | Vender |
66,799
-278
| -0.4% | -USD 65.8 k | 0.76% | 19 |
|
|
2022
Q1 | USD 17.6 M | Vender |
67,077
-360
| -0.5% | -USD 93.2 k | 0.83% | 17 |
|
|
2021
Q4 | USD 18.7 M | Vender |
67,437
-1,178
| -2% | -USD 319 k | 0.87% | 15 |
|
|
2021
Q3 | USD 17.5 M | Vender |
68,615
-80
| -0.1% | -USD 20.9 k | 0.88% | 15 |
|
|
2021
Q2 | USD 17.6 M | Vender |
68,695
-2,660
| -4% | -USD 663 k | 0.97% | 15 |
|
|
2021
Q1 | USD 16.9 M | Vender |
71,355
-302
| -0.4% | -USD 70.1 k | 1.05% | 13 |
|
|
2020
Q4 | USD 16 M | Vender |
71,657
-2,467
| -3% | -USD 518 k | 1.06% | 13 |
|
|
2020
Q3 | USD 14.5 M | Vender |
74,124
-2,203
| -3% | -USD 426 k | 1.11% | 13 |
|
|
2020
Q2 | USD 13.7 M | Vender |
76,327
-2,287
| -3% | -USD 388 k | 1.11% | 13 |
|
|
2020
Q1 | USD 11.7 M | Vender |
78,614
-1,544
| -2% | -USD 275 k | 1.07% | 15 |
|
|
2019
Q4 | USD 15.1 M | Vender |
80,158
-1,295
| -2% | -USD 233 k | 1.14% | 10 |
|
|
2019
Q3 | USD 14.2 M | Vender |
81,453
-1,700
| -2% | -USD 295 k | 1.24% | 9 |
|
|
2019
Q2 | USD 14.3 M | Vender |
83,153
-1,253
| -1% | -USD 213 k | 1.16% | 10 |
|
|
2019
Q1 | USD 14.1 M | Vender |
84,406
-431
| -0.5% | -USD 69.2 k | 1.2% | 9 |
|
|
2018
Q4 | USD 12.5 M | Vender |
84,837
-3,441
| -4% | -USD 547 k | 1.19% | 9 |
|
|
2018
Q3 | USD 15.2 M | Vender |
88,278
-2,028
| -2% | -USD 344 k | 1.31% | 8 |
|
|
2018
Q2 | USD 14.7 M | Comprar |
90,306
+76,004
| +531% | +USD 12.2 M | 1.32% | 8 |
|
|
2018
Q1 | USD 91.5 k | Vender |
14,302
-79,082
| -85% | -USD 12.8 M | 0.71% | 9 |
|
|
2017
Q4 | USD 14.8 M | Vender |
93,384
-2,301
| -2% | -USD 355 k | 1.39% | 8 |
|
|
2017
Q3 | USD 14.3 M | Vender |
95,685
-441
| -0.5% | -USD 64.4 k | 1.4% | 8 |
|
|
2017
Q2 | USD 14.1 M | Vender |
96,126
-8,230
| -8% | -USD 1.17 M | 1.41% | 8 |
|
|
2017
Q1 | USD 14.6 M | Vender |
104,356
-986
| -0.9% | -USD 136 k | 1.57% | 8 |
|
|
2016
Q4 | USD 14.4 M | Vender |
105,342
-3,186
| -3% | -USD 413 k | 1.6% | 8 |
|
|
2016
Q3 | USD 13.9 M | Vender |
108,528
-711
| -0.7% | -USD 90.8 k | 1.69% | 8 |
|
|
2016
Q2 | USD 13.5 M | Vender |
109,239
-1,401
| -1% | -USD 171 k | 1.74% | 8 |
|
|
2016
Q1 | USD 13.4 M | Comprar |
110,640
+92,103
| +497% | +USD 10.5 M | 1.77% | 8 |
|
|
2015
Q4 | USD 2.23 M | Vender |
18,537
-38,591
| -68% | -USD 4.69 M | 0.31% | 14 |
|
|
2015
Q3 | USD 6.51 M | Comprar |
57,128
+43,055
| +306% | +USD 5.21 M | 0.97% | 10 |
|
|
2015
Q2 | USD 1.74 M | Vender |
14,073
-276
| -2% | -USD 34.8 k | 0.26% | 11 |
|
|
2015
Q1 | USD 1.78 M | Vender |
14,349
-187
| -1% | -USD 23 k | 0.28% | 12 |
|
|
2014
Q4 | USD 1.78 M | Vender |
14,536
-192
| -1% | -USD 22.9 k | 0.28% | 11 |
|
|
2014
Q3 | USD 1.72 M | Vender |
14,728
-1,226
| -8% | -USD 144 k | 0.29% | 11 |
|
|
2014
Q2 | USD 1.88 M | Mantener |
15,954
| – | – | 0.33% | 10 |
|
|
2014
Q1 | USD 1.79 M | Comprar |
15,954
+3,132
| +24% | +USD 346 k | 0.34% | 10 |
|
|
2013
Q4 | USD 1.42 M | Vender |
12,822
-47
| -0.4% | -USD 4.99 k | 0.28% | 9 |
|
|
2013
Q3 | USD 1.3 M | Comprar |
12,869
+9
| +0.1% | +USD 902 | 0.27% | 12 |
|
|
2013
Q2 | USD 1.23 M | Comprar |
+12,860
| Nuevas | +USD 1.23 M | 0.33% | 7 |
|
Otros fondos que tienen IWV en su cartera
Posición de Truepoint Inc en IWV: resumen de T2 2026
Truepoint Inc redujo su participación en iShares Russell 3000 ETF (IWV) en 0.94% durante T2 2026, al vender acciones por un valor estimado de USD 226 k, y conservó 57,571 acciones valuadas en USD 24.5 M. La posición representa 0.51% de la cartera y ocupa el puesto #24.
Truepoint Inc reportó por primera vez una posición en IWV en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 913 fondos que sigue Wall St. Rank mantienen una posición en IWV.
- Al cierre de T2 2026, Truepoint Inc tenía 57,571 acciones de iShares Russell 3000 ETF con un valor de USD 24.5 M.
- Truepoint Inc vendió 548 acciones de iShares Russell 3000 ETF en T2 2026, por un valor estimado de USD 226 k.
- iShares Russell 3000 ETF representó 0.51% de la cartera de Truepoint Inc en T2 2026 y fue su posición número 24.
- Truepoint Inc reportó por primera vez una posición en iShares Russell 3000 ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 913 fondos que sigue Wall St. Rank tenían iShares Russell 3000 ETF en cartera.
Según el Informe 13F de Truepoint Inc correspondiente a T2 2026, presentado el 31 jul 2026.