Belvedere Trading
IWV icon

Belvedere Trading’s iShares Russell 3000 ETF IWV Stock Holding History

Belvedere Trading’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
2024
Q1 		– Sell
-8,235
Closed -$2.25M – 819
2023
Q4 		$2.25M Buy
8,235
+3,621
+78% +$923K ﹤0.01% 49
2023
Q3 		$1.13M Sell
4,614
-1,286
-22% -$329K ﹤0.01% 76
2023
Q2 		$1.5M Buy
+5,900
New +$1.42M ﹤0.01% 55
2023
Q1 		– Sell
-5,657
Closed -$1.31M – 1194
2022
Q4 		$1.25M Buy
+5,657
New +$1.26M ﹤0.01% 51

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Belvedere Trading's IWV Position: Q1 2024 in Review

Belvedere Trading sold out of iShares Russell 3000 ETF (IWV) in Q1 2024, closing a stake of 8,235 shares — an estimated $2.25M sold.

Belvedere Trading first reported a position in IWV in Q4 2022 and held it in 4 quarters. The position peaked at $2.25M in Q4 2023. 758 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

  • Belvedere Trading reported no remaining iShares Russell 3000 ETF position as of Q1 2024 after selling out during the quarter.
  • Belvedere Trading sold 8,235 iShares Russell 3000 ETF shares in Q1 2024, an estimated $2.25M.
  • Belvedere Trading first reported a position in iShares Russell 3000 ETF in Q4 2022 and held it in 4 quarters.
  • Belvedere Trading's iShares Russell 3000 ETF position peaked at $2.25M in Q4 2023.
  • 758 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

Based on Belvedere Trading's 13F filing for Q1 2024, filed 9 May 2024.