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

Atlas Private Wealth Management’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
2020
Q3 		– Sell
-67
Closed -$12K – 434
2020
Q2 		$12K Hold
67
– – 0.01% 312
2020
Q1 		$10K Hold
67
– – 0.01% 312
2019
Q4 		$13K Buy
+67
New +$12.1K 0.01% 324

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Private Wealth Management's IWV Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q3 2020, closing a stake of 67 shares — an estimated $12K sold.

Atlas Private Wealth Management first reported a position in IWV in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 517 funds tracked by Wall St. Rank hold IWV as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 67 iShares Russell 3000 ETF shares in Q3 2020, an estimated $12K.
  • Atlas Private Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2019 and held it in 3 quarters.
  • Atlas Private Wealth Management's iShares Russell 3000 ETF position peaked at $13K in Q4 2019.
  • 517 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.