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Baker Tilly Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-1,329
Closed -$399K – 348
2024
Q1 		$399K Sell
1,329
-462
-26% -$132K 0.07% 300
2023
Q4 		$490K Hold
1,791
– – 0.08% 283
2023
Q3 		$439K Sell
1,791
-1,690
-49% -$432K 0.07% 289
2023
Q2 		$886K Sell
3,481
-365
-9% -$87.8K 0.09% 221
2023
Q1 		$905K Hold
3,846
– – 0.1% 216
2022
Q4 		$849K Sell
3,846
-421
-10% -$93.5K 0.1% 220
2022
Q3 		$883K Buy
4,267
+352
+9% +$81K 0.12% 188
2022
Q2 		$851K Buy
3,915
+100
+3% +$23.7K 0.11% 202
2022
Q1 		$1M Buy
3,815
+162
+4% +$41.9K 0.11% 195
2021
Q4 		$1.01M Sell
3,653
-227
-6% -$61.5K 0.11% 194
2021
Q3 		$989K Sell
3,880
-10,435
-73% -$2.73M 0.13% 168
2021
Q2 		$3.66M Sell
14,315
-370
-3% -$92.2K 0.59% 33
2021
Q1 		$3.48M Buy
14,685
+1,344
+10% +$312K 0.71% 25
2020
Q4 		$2.98M Buy
+13,341
New +$2.8M 0.92% 19

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baker Tilly Wealth Management's IWV Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2024, closing a stake of 1,329 shares — an estimated $399K sold.

Baker Tilly Wealth Management first reported a position in IWV in Q4 2020 and held it in 14 quarters. The position peaked at $3.66M in Q2 2021. 771 funds tracked by Wall St. Rank hold IWV as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,329 iShares Russell 3000 ETF shares in Q2 2024, an estimated $399K.
  • Baker Tilly Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's iShares Russell 3000 ETF position peaked at $3.66M in Q2 2021.
  • 771 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.