Ayalon Insurance Company’s iShares Russell 3000 ETF IWV Stock Holding History

Ayalon Insurance Company’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 Q2	–	Sell	-1,300	Closed	-$341K	–	125
2022 Q1	$341K	Hold	1,300	–	–	0.12%	95
2021 Q4	$361K	Hold	1,300	–	–	0.12%	89
2021 Q3	$335K	Sell	1,300 -2,200	-63%	-$576K	0.12%	90
2021 Q2	$901K	Hold	3,500	–	–	0.3%	70
2021 Q1	$841K	Buy	+3,500	New	+$813K	0.33%	67

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ayalon Insurance Company's IWV Position: Q2 2022 in Review

Ayalon Insurance Company sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 1,300 shares — an estimated $341K sold.

Ayalon Insurance Company first reported a position in IWV in Q1 2021 and held it in 5 quarters. The position peaked at $901K in Q2 2021. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

Ayalon Insurance Company reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
Ayalon Insurance Company sold 1,300 iShares Russell 3000 ETF shares in Q2 2022, an estimated $341K.
Ayalon Insurance Company first reported a position in iShares Russell 3000 ETF in Q1 2021 and held it in 5 quarters.
Ayalon Insurance Company's iShares Russell 3000 ETF position peaked at $901K in Q2 2021.
641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on Ayalon Insurance Company's 13F filing for Q2 2022, filed 12 Jul 2022.