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ACA
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
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$9.44B AUM
18.1%
1-Year Est. Return
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$757B AUM
28.64%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors
San Francisco, California
$35B AUM
24.26%
1-Year Est. Return
P
Pitcairn
Conshohocken, Pennsylvania
$1.27B AUM
23.64%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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