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Blue Barn Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Blue Barn Wealth’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
-765
Closed -$209K – 141
2023
Q4 		$209K Buy
+765
New +$195K 0.12% 118
2022
Q1 		– Sell
-745
Closed -$207K – 128
2021
Q4 		$207K Buy
+745
New +$202K 0.14% 122

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blue Barn Wealth's IWV Position: Q1 2024 in Review

Blue Barn Wealth sold out of iShares Russell 3000 ETF (IWV) in Q1 2024, closing a stake of 765 shares — an estimated $209K sold.

Blue Barn Wealth first reported a position in IWV in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q4 2023. 758 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

  • Blue Barn Wealth reported no remaining iShares Russell 3000 ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Barn Wealth sold 765 iShares Russell 3000 ETF shares in Q1 2024, an estimated $209K.
  • Blue Barn Wealth first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 2 quarters.
  • Blue Barn Wealth's iShares Russell 3000 ETF position peaked at $209K in Q4 2023.
  • 758 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

Based on Blue Barn Wealth's 13F filing for Q1 2024, filed 10 May 2024.