Advisor OS’s iShares Russell 3000 ETF IWV Stock Holding History

Advisor OS’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
2020 Q3	–	Sell	-15,547	Closed	-$2.8M	–	128
2020 Q2	$2.8M	Buy	+15,547	New	+$2.63M	1.67%	11

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

BlackRock New York $5.72T AUM 30.48% 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Advisor OS's IWV Position: Q3 2020 in Review

Advisor OS sold out of iShares Russell 3000 ETF (IWV) in Q3 2020, closing a stake of 15,547 shares — an estimated $2.8M sold.

Advisor OS first reported a position in IWV in Q2 2020 and held it in 1 quarter. The position peaked at $2.8M in Q2 2020. 517 funds tracked by Wall St. Rank hold IWV as of Q3 2020.

Advisor OS reported no remaining iShares Russell 3000 ETF position as of Q3 2020 after selling out during the quarter.
Advisor OS sold 15,547 iShares Russell 3000 ETF shares in Q3 2020, an estimated $2.8M.
Advisor OS first reported a position in iShares Russell 3000 ETF in Q2 2020 and held it in 1 quarter.
Advisor OS's iShares Russell 3000 ETF position peaked at $2.8M in Q2 2020.
517 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2020.

Based on Advisor OS's 13F filing for Q3 2020, filed 12 Nov 2020.