Berman Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Berman Capital Advisors’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 Q3	$822K	Hold	3,228	–	–	0.13%	86
2021 Q2	$826K	Hold	3,228	–	–	0.13%	79
2021 Q1	$765K	Buy	3,228 +6	+0.2%	+$1.39K	0.16%	67
2020 Q4	$720K	Sell	3,222 -3,843	-54%	-$807K	0.17%	60
2020 Q3	$1.38M	Sell	7,065 -439	-6%	-$84.9K	0.39%	37
2020 Q2	$1.35M	Buy	7,504 +2,966	+65%	+$503K	0.35%	38
2020 Q1	$673K	Buy	+4,538	New	+$807K	0.22%	55

Other funds holding IWV

SCM

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berman Capital Advisors's IWV Position: Q3 2021 in Review

Berman Capital Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2021 at 3,228 shares worth $822K. The position accounts for 0.13% of the portfolio, ranked #86.

Berman Capital Advisors first reported a position in IWV in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2020. 585 funds tracked by Wall St. Rank hold IWV as of Q3 2021.

Berman Capital Advisors held 3,228 shares of iShares Russell 3000 ETF worth $822K as of Q3 2021.
Berman Capital Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2021.
iShares Russell 3000 ETF made up 0.13% of Berman Capital Advisors's portfolio in Q3 2021, its #86 holding.
Berman Capital Advisors first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 7 quarters since.
Berman Capital Advisors's iShares Russell 3000 ETF position peaked at $1.38M in Q3 2020.
585 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.