Atlas Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Atlas Capital 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
2023 Q2	–	Sell	-27	Closed	-$6.36K	–	905
2023 Q1	$6.36K	Hold	27	–	–	﹤0.01%	779
2022 Q4	$5.96K	Hold	27	–	–	﹤0.01%	773
2022 Q3	$5.59K	Hold	27	–	–	﹤0.01%	766
2022 Q2	$5.87K	Hold	27	–	–	﹤0.01%	832
2022 Q1	$7.08K	Hold	27	–	–	﹤0.01%	754
2021 Q4	$7.49K	Hold	27	–	–	﹤0.01%	753
2021 Q3	$6.88K	Hold	27	–	–	﹤0.01%	772
2021 Q2	$6.91K	Hold	27	–	–	﹤0.01%	793
2021 Q1	$6.41K	Hold	27	–	–	﹤0.01%	735
2020 Q4	$6.04K	Buy	+27	New	+$5.67K	﹤0.01%	619
2020 Q3	–	Sell	-27	Closed	-$4.86K	–	445
2020 Q2	$4.86K	Hold	27	–	–	﹤0.01%	643
2020 Q1	$4K	Hold	27	–	–	﹤0.01%	628
2019 Q4	$5.09K	Hold	27	–	–	﹤0.01%	609
2019 Q3	$4.69K	Hold	27	–	–	﹤0.01%	610
2019 Q2	$4.65K	Buy	+27	New	+$4.58K	﹤0.01%	628

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Capital Advisors's IWV Position: Q2 2023 in Review

Atlas Capital Advisors sold out of iShares Russell 3000 ETF (IWV) in Q2 2023, closing a stake of 27 shares — an estimated $6.36K sold.

Atlas Capital Advisors first reported a position in IWV in Q2 2019 and held it in 15 quarters. The position peaked at $7.49K in Q4 2021. 679 funds tracked by Wall St. Rank hold IWV as of Q2 2023.

Atlas Capital Advisors reported no remaining iShares Russell 3000 ETF position as of Q2 2023 after selling out during the quarter.
Atlas Capital Advisors sold 27 iShares Russell 3000 ETF shares in Q2 2023, an estimated $6.36K.
Atlas Capital Advisors first reported a position in iShares Russell 3000 ETF in Q2 2019 and held it in 15 quarters.
Atlas Capital Advisors's iShares Russell 3000 ETF position peaked at $7.49K in Q4 2021.
679 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2023.

Based on Atlas Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.