BFC
IWV icon

Bedel Financial Consulting’s iShares Russell 3000 ETF IWV Stock Holding History

Bedel Financial Consulting’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
Q4 		– Sell
-86
Closed -$22K – 1038
2021
Q3 		$22K Buy
+86
New +$22.5K 0.01% 533

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bedel Financial Consulting's IWV Position: Q4 2021 in Review

Bedel Financial Consulting sold out of iShares Russell 3000 ETF (IWV) in Q4 2021, closing a stake of 86 shares — an estimated $22K sold.

Bedel Financial Consulting first reported a position in IWV in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 673 funds tracked by Wall St. Rank hold IWV as of Q4 2021.

  • Bedel Financial Consulting reported no remaining iShares Russell 3000 ETF position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 86 iShares Russell 3000 ETF shares in Q4 2021, an estimated $22K.
  • Bedel Financial Consulting first reported a position in iShares Russell 3000 ETF in Q3 2021 and held it in 1 quarter.
  • Bedel Financial Consulting's iShares Russell 3000 ETF position peaked at $22K in Q3 2021.
  • 673 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.