Affiance Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-1	Closed	-$221	–	260
2022 Q4	$221	Buy	+1	New	+$222	﹤0.01%	424

Other funds holding IWV

SCM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

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

Affiance Financial's IWV Position: Q1 2023 in Review

Affiance Financial sold out of iShares Russell 3000 ETF (IWV) in Q1 2023, closing a stake of 1 share — an estimated $221 sold.

Affiance Financial first reported a position in IWV in Q4 2022 and held it in 1 quarter. The position peaked at $221 in Q4 2022. 664 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

Affiance Financial reported no remaining iShares Russell 3000 ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 1 iShares Russell 3000 ETF share in Q1 2023, an estimated $221.
Affiance Financial first reported a position in iShares Russell 3000 ETF in Q4 2022 and held it in 1 quarter.
Affiance Financial's iShares Russell 3000 ETF position peaked at $221 in Q4 2022.
664 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.