Autus Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Autus Asset 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
2022 Q1	–	Sell	-961	Closed	-$267K	–	171
2021 Q4	$267K	Hold	961	–	–	0.03%	160
2021 Q3	$245K	Sell	961 -3	-0.3%	-$785	0.03%	154
2021 Q2	$247K	Sell	964 -166	-15%	-$41.4K	0.03%	155
2021 Q1	$268K	Hold	1,130	–	–	0.03%	147
2020 Q4	$253K	Sell	1,130 -30	-3%	-$6.3K	0.03%	142
2020 Q3	$227K	Hold	1,160	–	–	0.03%	147
2020 Q2	$209K	Buy	+1,160	New	+$197K	0.03%	150
2020 Q1	–	Sell	-1,160	Closed	-$219K	–	144
2019 Q4	$219K	Hold	1,160	–	–	0.03%	152
2019 Q3	$202K	Sell	1,160 -2	-0.2%	-$347	0.03%	150
2019 Q2	$200K	Buy	+1,162	New	+$197K	0.03%	151

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Autus Asset Management's IWV Position: Q1 2022 in Review

Autus Asset Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2022, closing a stake of 961 shares — an estimated $267K sold.

Autus Asset Management first reported a position in IWV in Q2 2019 and held it in 10 quarters. The position peaked at $268K in Q1 2021. 658 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

Autus Asset Management reported no remaining iShares Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
Autus Asset Management sold 961 iShares Russell 3000 ETF shares in Q1 2022, an estimated $267K.
Autus Asset Management first reported a position in iShares Russell 3000 ETF in Q2 2019 and held it in 10 quarters.
Autus Asset Management's iShares Russell 3000 ETF position peaked at $268K in Q1 2021.
658 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on Autus Asset Management's 13F filing for Q1 2022, filed 13 Apr 2022.