Alta Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Alta Capital Management’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	-1,075	Closed	-$237K	–	91
2022 Q4	$237K	Buy	+1,075	New	+$239K	0.02%	83
2019 Q1	–	Sell	-6,395	Closed	-$939K	–	93
2018 Q4	$939K	Buy	+6,395	New	+$1.02M	0.06%	59

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

Alta Capital Management's IWV Position: Q1 2023 in Review

Alta Capital Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2023, closing a stake of 1,075 shares — an estimated $237K sold.

Alta Capital Management first reported a position in IWV in Q4 2018 and held it in 2 quarters. The position peaked at $939K in Q4 2018. 664 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

Alta Capital Management reported no remaining iShares Russell 3000 ETF position as of Q1 2023 after selling out during the quarter.
Alta Capital Management sold 1,075 iShares Russell 3000 ETF shares in Q1 2023, an estimated $237K.
Alta Capital Management first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 2 quarters.
Alta Capital Management's iShares Russell 3000 ETF position peaked at $939K in Q4 2018.
664 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on Alta Capital Management's 13F filing for Q1 2023, filed 24 Apr 2023.