Acorn Financial Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

Acorn Financial Advisory Services’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
2024 Q1	–	Sell	-7,916	Closed	-$2.13M	–	228
2023 Q4	$2.13M	Sell	7,916 -284	-3%	-$72.4K	0.37%	36
2023 Q3	$2.01M	Hold	8,200	–	–	0.36%	40
2023 Q2	$2.09M	Hold	8,200	–	–	0.37%	34
2023 Q1	$1.93M	Hold	8,200	–	–	0.38%	33
2022 Q4	$1.81M	Hold	8,200	–	–	0.38%	31
2022 Q3	$1.7M	Buy	8,200 +238	+3%	+$54.7K	0.41%	32
2022 Q2	$1.73M	Sell	7,962 -509	-6%	-$121K	0.41%	32
2022 Q1	$2.22M	Sell	8,471 -434	-5%	-$112K	0.45%	29
2021 Q4	$2.47M	Sell	8,905 -397	-4%	-$108K	0.5%	26
2021 Q3	$2.37M	Sell	9,302 -907	-9%	-$237K	0.73%	26
2021 Q2	$2.61M	Buy	+10,209	New	+$2.54M	0.77%	25
2021 Q1	–	Sell	-10,893	Closed	-$2.44M	–	209
2020 Q4	$2.44M	Sell	10,893 -217	-2%	-$45.6K	0.96%	19
2020 Q3	$2.17M	Sell	11,110 -293	-3%	-$56.7K	1.14%	16
2020 Q2	$2.05M	Hold	11,403	–	–	1.43%	10
2020 Q1	$1.69M	Buy	11,403 +125	+1%	+$22.2K	1.67%	9
2019 Q4	$2.13M	Buy	+11,278	New	+$2.03M	1.79%	6

Other funds holding IWV

SCM

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acorn Financial Advisory Services's IWV Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of iShares Russell 3000 ETF (IWV) in Q1 2024, closing a stake of 7,916 shares — an estimated $2.13M sold.

Acorn Financial Advisory Services first reported a position in IWV in Q4 2019 and held it in 16 quarters. The position peaked at $2.61M in Q2 2021. 759 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

Acorn Financial Advisory Services reported no remaining iShares Russell 3000 ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 7,916 iShares Russell 3000 ETF shares in Q1 2024, an estimated $2.13M.
Acorn Financial Advisory Services first reported a position in iShares Russell 3000 ETF in Q4 2019 and held it in 16 quarters.
Acorn Financial Advisory Services's iShares Russell 3000 ETF position peaked at $2.61M in Q2 2021.
759 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.