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 Q3	–	Sell	-2,400	Closed	-$432K	–	5385
2020 Q2	$432K	Sell	2,400 -900	-27%	-$152K	﹤0.01%	3454
2020 Q1	$489K	Buy	3,300 +2,800	+560%	+$498K	﹤0.01%	3608
2019 Q4	$94K	Buy	+500	New	+$90.1K	﹤0.01%	5511
2016 Q3	–	Sell	-1,800	Closed	-$223K	–	6697
2016 Q2	$223K	Buy	+1,800	New	+$220K	﹤0.01%	3853
2016 Q1	–	Sell	-500	Closed	-$60K	–	6277
2015 Q4	$60K	Sell	500 -1,600	-76%	-$195K	﹤0.01%	4691
2015 Q3	$237K	Buy	+2,100	New	+$254K	﹤0.01%	4013
2015 Q1	–	Sell	-2,500	Closed	-$305K	–	7162
2014 Q4	$305K	Buy	2,500 +2,000	+400%	+$239K	﹤0.01%	4292
2014 Q3	$58K	Sell	500 -3,500	-88%	-$412K	﹤0.01%	5763
2014 Q2	$468K	Buy	4,000 +3,800	+1,900%	+$432K	﹤0.01%	4048
2014 Q1	$22K	Sell	200 -2,800	-93%	-$309K	﹤0.01%	6556
2013 Q4	$330K	Sell	3,000 -2,700	-47%	-$287K	﹤0.01%	4504
2013 Q3	$576K	Buy	+5,700	New	+$571K	﹤0.01%	3958

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 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

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

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

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

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

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.