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Anderson Hoagland & Co’s iShares Russell 3000 ETF IWV Stock Holding History

Anderson Hoagland & Co’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
2024
Q2 		– Sell
-12,940
Closed -$3.81M – 136
2024
Q1 		$3.81M Buy
12,940
+1,965
+18% +$561K 0.43% 63
2023
Q4 		$2.99M Sell
10,975
-1,625
-13% -$414K 0.37% 76
2023
Q3 		$3.09M Buy
12,600
+8,500
+207% +$2.17M 0.41% 56
2023
Q2 		$1.04M Sell
4,100
-400
-9% -$96.2K 0.13% 93
2023
Q1 		$1.06M Hold
4,500
– – 0.15% 97
2022
Q4 		$1.01M Buy
4,500
+3,500
+350% +$778K 0.15% 98
2022
Q3 		$207K Buy
+1,000
New +$230K 0.03% 118

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Anderson Hoagland & Co's IWV Position: Q2 2024 in Review

Anderson Hoagland & Co sold out of iShares Russell 3000 ETF (IWV) in Q2 2024, closing a stake of 12,940 shares — an estimated $3.81M sold.

Anderson Hoagland & Co first reported a position in IWV in Q3 2022 and held it in 7 quarters. The position peaked at $3.81M in Q1 2024. 770 funds tracked by Wall St. Rank hold IWV as of Q2 2024.

  • Anderson Hoagland & Co reported no remaining iShares Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
  • Anderson Hoagland & Co sold 12,940 iShares Russell 3000 ETF shares in Q2 2024, an estimated $3.81M.
  • Anderson Hoagland & Co first reported a position in iShares Russell 3000 ETF in Q3 2022 and held it in 7 quarters.
  • Anderson Hoagland & Co's iShares Russell 3000 ETF position peaked at $3.81M in Q1 2024.
  • 770 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2024.

Based on Anderson Hoagland & Co's 13F filing for Q2 2024, filed 10 Jul 2024.