AdvicePeriod’s iShares Russell 3000 ETF IWV Stock Holding History

AdvicePeriod’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
2021 Q2	$792K	Buy	3,097 +1,127	+57%	+$281K	0.05%	71
2021 Q1	$467K	Buy	1,970 +134	+7%	+$31.1K	0.03%	72
2020 Q4	$410K	Buy	1,836 +141	+8%	+$29.6K	0.03%	71
2020 Q3	$332K	Hold	1,695	–	–	0.03%	74
2020 Q2	$305K	Hold	1,695	–	–	0.03%	71
2020 Q1	$251K	Hold	1,695	–	–	0.03%	87
2019 Q4	$319K	Hold	1,695	–	–	0.03%	85
2019 Q3	$295K	Hold	1,695	–	–	0.03%	82
2019 Q2	$292K	Sell	1,695 -1,440	-46%	-$244K	0.03%	79
2019 Q1	$523K	Hold	3,135	–	–	0.05%	72
2018 Q4	$461K	Hold	3,135	–	–	0.05%	71
2018 Q3	$540K	Hold	3,135	–	–	0.06%	69
2018 Q2	$509K	Buy	3,135 +1,230	+65%	+$198K	0.08%	53
2018 Q1	$298K	Hold	1,905	–	–	0.05%	66
2017 Q4	$301K	Buy	+1,905	New	+$294K	0.06%	63

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AdvicePeriod's IWV Position: Q2 2021 in Review

AdvicePeriod increased its iShares Russell 3000 ETF (IWV) stake by 57% in Q2 2021, buying an estimated $281K and bringing the position to 3,097 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #71.

AdvicePeriod first reported a position in IWV in Q4 2017 and has held it in 15 quarters since. 587 funds tracked by Wall St. Rank hold IWV as of Q2 2021.

AdvicePeriod held 3,097 shares of iShares Russell 3000 ETF worth $792K as of Q2 2021.
AdvicePeriod bought 1,127 iShares Russell 3000 ETF shares in Q2 2021, an estimated $281K.
iShares Russell 3000 ETF made up 0.05% of AdvicePeriod's portfolio in Q2 2021, its #71 holding.
AdvicePeriod first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 15 quarters since.
587 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.