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Ahrens Investment Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Ahrens Investment Partners’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 		$23.5K Buy
+100
New +$23.1K 0.01% 444
2022
Q3 		– Sell
-100
Closed -$22K – 542
2022
Q2 		$22K Hold
100
– – 0.01% 481
2022
Q1 		$26K Hold
100
– – 0.01% 539
2021
Q4 		$28K Buy
+100
New +$27.1K 0.01% 511

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ahrens Investment Partners's IWV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Russell 3000 ETF (IWV) in Q1 2023: 100 shares worth $23.5K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IWV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IWV in Q4 2021 and has held it in 4 quarters since. The position peaked at $28K in Q4 2021. 664 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

  • Ahrens Investment Partners held 100 shares of iShares Russell 3000 ETF worth $23.5K as of Q1 2023.
  • iShares Russell 3000 ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares Russell 3000 ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #444 holding.
  • Ahrens Investment Partners first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's iShares Russell 3000 ETF position peaked at $28K in Q4 2021.
  • 664 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.