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Boston Financial Management’s iShares Russell 3000 ETF IWV Stock Holding History

Boston Financial Management’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 		$2.66M Sell
7,964
-995
-11% -$335K 0.08% 127
2024
Q3 		$2.93M Sell
8,959
-210
-2% -$66.1K 0.09% 124
2024
Q2 		$2.83M Buy
9,169
+2,247
+32% +$671K 0.09% 123
2024
Q1 		$2.08M Sell
6,922
-15
-0.2% -$4.28K 0.07% 142
2023
Q4 		$1.9M Sell
6,937
-275
-4% -$70.1K 0.06% 141
2023
Q3 		$1.77M Hold
7,212
– – 0.07% 140
2023
Q2 		$1.84M Sell
7,212
-2,232
-24% -$537K 0.07% 149
2023
Q1 		$2.22M Hold
9,444
– – 0.09% 134
2022
Q4 		$2.08M Hold
9,444
– – 0.08% 133
2022
Q3 		$1.96M Hold
9,444
– – 0.08% 129
2022
Q2 		$2.05M Buy
9,444
+875
+10% +$207K 0.09% 119
2022
Q1 		$2.25M Buy
8,569
+895
+12% +$232K 0.09% 121
2021
Q4 		$2.13M Sell
7,674
-120
-2% -$32.5K 0.08% 108
2021
Q3 		$1.99M Sell
7,794
-300
-4% -$78.5K 0.08% 106
2021
Q2 		$2.07M Buy
8,094
+255
+3% +$63.6K 0.08% 105
2021
Q1 		$1.86M Buy
7,839
+1,247
+19% +$290K 0.08% 105
2020
Q4 		$1.47M Hold
6,592
– – 0.07% 117
2020
Q3 		$1.29M Hold
6,592
– – 0.06% 117
2020
Q2 		$1.19M Hold
6,592
– – 0.06% 117
2020
Q1 		$978K Sell
6,592
-30
-0.5% -$5.34K 0.06% 119
2019
Q4 		$1.25M Hold
6,622
– – 0.07% 120
2019
Q3 		$1.15M Hold
6,622
– – 0.07% 128
2019
Q2 		$1.14M Hold
6,622
– – 0.07% 131
2019
Q1 		$1.1M Hold
6,622
– – 0.07% 133
2018
Q4 		$973K Hold
6,622
– – 0.07% 139
2018
Q3 		$1.14M Hold
6,622
– – 0.07% 154
2018
Q2 		$1.07M Buy
+6,622
New +$1.06M 0.07% 149

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boston Financial Management's IWV Position: Q4 2024 in Review

Boston Financial Management reduced its iShares Russell 3000 ETF (IWV) stake by 11% in Q4 2024, selling an estimated $335K and leaving 7,964 shares worth $2.66M. The position accounts for 0.08% of the portfolio, ranked #127.

Boston Financial Management first reported a position in IWV in Q2 2018 and has held it in 27 quarters since. The position peaked at $2.93M in Q3 2024. 850 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

  • Boston Financial Management held 7,964 shares of iShares Russell 3000 ETF worth $2.66M as of Q4 2024.
  • Boston Financial Management sold 995 iShares Russell 3000 ETF shares in Q4 2024, an estimated $335K.
  • iShares Russell 3000 ETF made up 0.08% of Boston Financial Management's portfolio in Q4 2024, its #127 holding.
  • Boston Financial Management first reported a position in iShares Russell 3000 ETF in Q2 2018 and has held it in 27 quarters since.
  • Boston Financial Management's iShares Russell 3000 ETF position peaked at $2.93M in Q3 2024.
  • 850 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.