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

Baystate 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
2023 Q4	$12.8K	Sell	46 -10	-18%	-$2.55K	﹤0.01%	669
2023 Q3	$13.8K	Hold	56	–	–	﹤0.01%	524
2023 Q2	$14.3K	Hold	56	–	–	﹤0.01%	507
2023 Q1	$13.2K	Hold	56	–	–	﹤0.01%	517
2022 Q4	$12K	Buy	56 +1	+2%	+$222	﹤0.01%	538
2022 Q3	$12K	Hold	55	–	–	﹤0.01%	508
2022 Q2	$12K	Hold	55	–	–	﹤0.01%	532
2022 Q1	$15K	Hold	55	–	–	﹤0.01%	505
2021 Q4	$15K	Buy	+55	New	+$14.9K	﹤0.01%	508
2019 Q2	–	Sell	-241	Closed	-$42K	–	660
2019 Q1	$42K	Buy	241 +1	+0.4%	+$160	0.01%	231
2018 Q4	$38K	Buy	240 +2	+0.8%	+$318	0.01%	237
2018 Q3	$39K	Sell	238 -262	-52%	-$44.4K	0.01%	233
2018 Q2	$83K	Buy	500 +2	+0.4%	+$321	0.01%	140
2018 Q1	$79K	Buy	+498	New	+$80.4K	0.01%	142

Other funds holding IWV

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

SCM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Baystate Wealth Management's IWV Position: Q4 2023 in Review

Baystate Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 18% in Q4 2023, selling an estimated $2.55K and leaving 46 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Baystate Wealth Management first reported a position in IWV in Q1 2018 and has held it in 14 quarters since. The position peaked at $83K in Q2 2018. 755 funds tracked by Wall St. Rank hold IWV as of Q4 2023.

Baystate Wealth Management held 46 shares of iShares Russell 3000 ETF worth $12.8K as of Q4 2023.
Baystate Wealth Management sold 10 iShares Russell 3000 ETF shares in Q4 2023, an estimated $2.55K.
iShares Russell 3000 ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #669 holding.
Baystate Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2018 and has held it in 14 quarters since.
Baystate Wealth Management's iShares Russell 3000 ETF position peaked at $83K in Q2 2018.
755 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.