Bogart Wealth LLC’s iShares Russell 3000 ETF IWV Stock Holding History

Bogart Wealth LLC’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
2023 Q4	–	Sell	-103	Closed	-$25.2K	–	1101
2023 Q3	$25.2K	Hold	103	–	–	﹤0.01%	440
2023 Q2	$26.2K	Hold	103	–	–	﹤0.01%	418
2023 Q1	$24.2K	Hold	103	–	–	﹤0.01%	427
2022 Q4	$22.7K	Hold	103	–	–	﹤0.01%	415
2022 Q3	$21K	Hold	103	–	–	﹤0.01%	422
2022 Q2	$22K	Hold	103	–	–	﹤0.01%	400
2022 Q1	$27K	Hold	103	–	–	﹤0.01%	342
2021 Q4	$29K	Hold	103	–	–	﹤0.01%	324
2021 Q3	$26K	Hold	103	–	–	﹤0.01%	322
2021 Q2	$26K	Buy	+103	New	+$25.7K	﹤0.01%	310

Other funds holding IWV

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

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

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

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return