American Portfolios Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

American Portfolios Advisors’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
2022 Q3	$6.88M	Buy	33,253 +2,599	+8%	+$598K	0.29%	58
2022 Q2	$6.66M	Sell	30,654 -113	-0.4%	-$26.8K	0.27%	67
2022 Q1	$8.07M	Sell	30,767 -230	-0.7%	-$59.5K	0.28%	64
2021 Q4	$8.6M	Buy	30,997 +338	+1%	+$91.6K	0.29%	58
2021 Q3	$7.81M	Buy	30,659 +229	+0.8%	+$60K	0.29%	65
2021 Q2	$7.79M	Sell	30,430 -19	-0.1%	-$4.74K	0.3%	63
2021 Q1	$7.22M	Buy	30,449 +180	+0.6%	+$41.8K	0.32%	60
2020 Q4	$6.77M	Buy	30,269 +17	+0.1%	+$3.57K	0.35%	49
2020 Q3	$5.92M	Sell	30,252 -10	-0%	-$1.94K	0.34%	50
2020 Q2	$5.45M	Buy	30,262 +448	+2%	+$75.9K	0.36%	50
2020 Q1	$4.42M	Sell	29,814 -604	-2%	-$107K	0.37%	54
2019 Q4	$5.73M	Buy	30,418 +829	+3%	+$149K	0.41%	48
2019 Q3	$5.14M	Buy	29,589 +737	+3%	+$128K	0.42%	44
2019 Q2	$4.97M	Buy	28,852 +375	+1%	+$63.6K	0.42%	45
2019 Q1	$4.75M	Buy	28,477 +108	+0.4%	+$17.3K	0.45%	46
2018 Q4	$4.17M	Buy	28,369 +649	+2%	+$103K	0.51%	38
2018 Q3	$4.78M	Buy	27,720 +110	+0.4%	+$18.6K	0.55%	32
2018 Q2	$4.48M	Buy	27,610 +124	+0.5%	+$19.9K	0.61%	27
2018 Q1	$4.3M	Sell	27,486 -624	-2%	-$101K	0.64%	23
2017 Q4	$4.45M	Buy	+28,110	New	+$4.34M	0.7%	22

Other funds holding IWV

SCM

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

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

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

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

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

American Portfolios Advisors's IWV Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Russell 3000 ETF (IWV) stake by 8.5% in Q3 2022, buying an estimated $598K and bringing the position to 33,253 shares worth $6.88M. The position accounts for 0.29% of the portfolio, ranked #58.

American Portfolios Advisors first reported a position in IWV in Q4 2017 and has held it in 20 quarters since. The position peaked at $8.6M in Q4 2021. 645 funds tracked by Wall St. Rank hold IWV as of Q3 2022.

American Portfolios Advisors held 33,253 shares of iShares Russell 3000 ETF worth $6.88M as of Q3 2022.
American Portfolios Advisors bought 2,599 iShares Russell 3000 ETF shares in Q3 2022, an estimated $598K.
iShares Russell 3000 ETF made up 0.29% of American Portfolios Advisors's portfolio in Q3 2022, its #58 holding.
American Portfolios Advisors first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Russell 3000 ETF position peaked at $8.6M in Q4 2021.
645 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.