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

Baldrige 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
2023 Q1	$34K	Hold	145	–	–	0.01%	194
2022 Q4	$32K	Hold	145	–	–	0.01%	194
2022 Q3	$30K	Hold	145	–	–	0.01%	191
2022 Q2	$32K	Buy	145 +10	+7%	+$2.37K	0.01%	189
2022 Q1	$35K	Hold	135	–	–	0.01%	198
2021 Q4	$37K	Hold	135	–	–	0.01%	192
2021 Q3	$34K	Hold	135	–	–	0.01%	191
2021 Q2	$35K	Buy	+135	New	+$33.7K	0.02%	190

Other funds holding IWV

SCM

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baldrige Asset Management's IWV Position: Q1 2023 in Review

Baldrige Asset Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2023 at 145 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #194.

Baldrige Asset Management first reported a position in IWV in Q2 2021 and has held it in 8 quarters since. The position peaked at $37K in Q4 2021. 664 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

Baldrige Asset Management held 145 shares of iShares Russell 3000 ETF worth $34K as of Q1 2023.
Baldrige Asset Management left its iShares Russell 3000 ETF share count unchanged in Q1 2023.
iShares Russell 3000 ETF made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #194 holding.
Baldrige Asset Management first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares Russell 3000 ETF position peaked at $37K in Q4 2021.
664 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.