AP
IWV icon

Appleton Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Appleton 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 		– Sell
-1,310
Closed -$289K – 304
2022
Q4 		$289K Hold
1,310
– – 0.03% 259
2022
Q3 		$271K Hold
1,310
– – 0.03% 254
2022
Q2 		$285K Sell
1,310
-40
-3% -$9.47K 0.03% 251
2022
Q1 		$354K Hold
1,350
– – 0.03% 242
2021
Q4 		$375K Buy
1,350
+250
+23% +$67.7K 0.03% 239
2021
Q3 		$280K Sell
1,100
-100
-8% -$26.2K 0.02% 256
2021
Q2 		$307K Sell
1,200
-100
-8% -$24.9K 0.03% 248
2021
Q1 		$308K Hold
1,300
– – 0.03% 239
2020
Q4 		$291K Sell
1,300
-100
-7% -$21K 0.03% 234
2020
Q3 		$274K Hold
1,400
– – 0.03% 229
2020
Q2 		$252K Hold
1,400
– – 0.03% 228
2020
Q1 		$208K Sell
1,400
-223
-14% -$39.7K 0.03% 248
2019
Q4 		$306K Hold
1,623
– – 0.03% 240
2019
Q3 		$282K Sell
1,623
-65
-4% -$11.3K 0.03% 243
2019
Q2 		$291K Hold
1,688
– – 0.04% 239
2019
Q1 		$281K Buy
+1,688
New +$271K 0.04% 225

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Appleton Partners's IWV Position: Q1 2023 in Review

Appleton Partners sold out of iShares Russell 3000 ETF (IWV) in Q1 2023, closing a stake of 1,310 shares — an estimated $289K sold.

Appleton Partners first reported a position in IWV in Q1 2019 and held it in 16 quarters. The position peaked at $375K in Q4 2021. 665 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

  • Appleton Partners reported no remaining iShares Russell 3000 ETF position as of Q1 2023 after selling out during the quarter.
  • Appleton Partners sold 1,310 iShares Russell 3000 ETF shares in Q1 2023, an estimated $289K.
  • Appleton Partners first reported a position in iShares Russell 3000 ETF in Q1 2019 and held it in 16 quarters.
  • Appleton Partners's iShares Russell 3000 ETF position peaked at $375K in Q4 2021.
  • 665 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on Appleton Partners's 13F filing for Q1 2023, filed 10 Apr 2023.