Barclays
IWV icon

Barclays’s iShares Russell 3000 ETF IWV Stock Holding History

Barclays’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
Q2 		– Sell
-800
Closed -$119K – 5895
2020
Q1 		$119K Buy
800
+600
+300% +$107K ﹤0.01% 4673
2019
Q4 		$38K Hold
200
– – ﹤0.01% 5822
2019
Q3 		$35K Buy
+200
New +$34.7K ﹤0.01% 6058
2018
Q3 		– Sell
-300
Closed -$49K – 7253
2018
Q2 		$49K Hold
300
– – ﹤0.01% 5654
2018
Q1 		$47K Sell
300
-700
-70% -$113K ﹤0.01% 5943
2017
Q4 		$158K Buy
1,000
+900
+900% +$139K ﹤0.01% 4890
2017
Q3 		$15K Sell
100
-100
-50% -$14.6K ﹤0.01% 5938
2017
Q2 		$29K Hold
200
– – ﹤0.01% 5620
2017
Q1 		$28K Sell
200
-200
-50% -$27.6K ﹤0.01% 5643
2016
Q4 		$53K Buy
+400
New +$51.9K ﹤0.01% 5119
2015
Q3 		– Sell
-200
Closed -$25K – 6939
2015
Q2 		$25K Sell
200
-500
-71% -$63K ﹤0.01% 5548
2015
Q1 		$86K Sell
700
-100
-13% -$12.3K ﹤0.01% 4948
2014
Q4 		$98K Sell
800
-45,500
-98% -$5.43M ﹤0.01% 5219
2014
Q3 		$5.37M Buy
46,300
+45,900
+11,475% +$5.41M 0.01% 1716
2014
Q2 		$47K Sell
400
-1,500
-79% -$171K ﹤0.01% 5989
2014
Q1 		$213K Sell
1,900
-1,200
-39% -$132K ﹤0.01% 4732
2013
Q4 		$341K Sell
3,100
-4,000
-56% -$425K ﹤0.01% 4459
2013
Q3 		$717K Sell
7,100
-7,200
-50% -$722K ﹤0.01% 3708
2013
Q2 		$1.38M Buy
+14,300
New +$1.37M ﹤0.01% 2967

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays's IWV Position: Q3 2022 in Review

Barclays sold out of iShares Russell 3000 ETF (IWV) in Q3 2022, closing a stake of 185 shares — an estimated $40K sold.

Barclays first reported a position in IWV in Q2 2013 and held it in 23 quarters. The position peaked at $1.62M in Q3 2014. 646 funds tracked by Wall St. Rank hold IWV as of Q3 2022.

  • Barclays reported no remaining iShares Russell 3000 ETF position as of Q3 2022 after selling out during the quarter.
  • Barclays sold 185 iShares Russell 3000 ETF shares in Q3 2022, an estimated $40K.
  • Barclays first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 23 quarters.
  • Barclays's iShares Russell 3000 ETF position peaked at $1.62M in Q3 2014.
  • 646 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2022.

Based on Barclays's 13F filing for Q3 2022, filed 3 Nov 2022.