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Barometer Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Barometer Capital 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
2021
Q1 		– Sell
-3,800
Closed -$849K – 181
2020
Q4 		$849K Buy
+3,800
New +$798K 0.16% 104
2016
Q4 		– Sell
-22,500
Closed -$2.88M – 160
2016
Q3 		$2.88M Sell
22,500
-1,200
-5% -$153K 0.32% 74
2016
Q2 		$2.94M Buy
23,700
+11,800
+99% +$1.44M 0.29% 65
2016
Q1 		$1.44M Buy
+11,900
New +$1.36M 0.14% 89
2015
Q1 		– Sell
-5,500
Closed -$673K – 146
2014
Q4 		$673K Buy
+5,500
New +$656K 0.06% 95

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return