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

Atlas Private Wealth 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
2021 Q4	–	Sell	-198	Closed	-$50K	–	429
2021 Q3	$50K	Hold	198	–	–	0.03%	233
2021 Q2	$51K	Sell	198 -100	-34%	-$24.9K	0.03%	227
2021 Q1	$71K	Hold	298	–	–	0.04%	201
2020 Q4	$67K	Hold	298	–	–	0.04%	187
2020 Q3	$58K	Hold	298	–	–	0.05%	189
2020 Q2	$54K	Buy	+298	New	+$50.5K	0.05%	196

Other funds holding IWV

SCM

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

JMPWA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Atlas Private Wealth Advisors's IWV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Russell 3000 ETF (IWV) in Q4 2021, closing a stake of 198 shares — an estimated $50K sold.

Atlas Private Wealth Advisors first reported a position in IWV in Q2 2020 and held it in 6 quarters. The position peaked at $71K in Q1 2021. 671 funds tracked by Wall St. Rank hold IWV as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Russell 3000 ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 198 iShares Russell 3000 ETF shares in Q4 2021, an estimated $50K.
Atlas Private Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Russell 3000 ETF position peaked at $71K in Q1 2021.
671 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.