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 Q4	–	Sell	-100	Closed	-$32.7K	–	949
2024 Q3	$32.7K	Buy	+100	New	+$31.5K	﹤0.01%	565

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

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.